Anchor Worldwide Flexible Fund Fact Sheet MDD
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Fund Objectives
Thi rand -dominated unit trust fund aims to provide investors with moderate to high high long - term total return.
The fund will be actively investing across different assets both locally and globally.
Monthly Prices
Fund Information
Fund Sector
Worldwide – Multi Asset – Flexible
Fund Maximum Annual Fee *
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
May 2013 13 years ago
Fund Benchmark
Cpi +4%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 2.0 Bil.


Anchor Worldwide Flexible Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

DYN

Deutshe Group s Db-Trackers sold local Itrix Etfs to Sygnia in a R350 million deal in 2017.

In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.

Distributions Info (in cents)
Q2 of 2023 0.85
Q4 of 2022 0.68
Q2 of 2022 0.54
See Also
H4 Growth Fund
Autus Worldwide Flexible Fund
Ninety One Worldwide Flexible Fund
Octagon Worldwide Flexible FOF
Celtis Flexible FOF
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Ancho
Capital
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.