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
Dec 24
R 2.65    R 0.01
   0.38%
High Avg. Low
R 2.65 R 2.43 R 2.13
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 12 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 ?

Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.

Distributions Info (in cents)
Q2 of 2023 0.85
Q4 of 2022 0.68
Q2 of 2022 0.54
See Also
Rebalance Worldwide Flexible FOF
Anchor Worldwide Flexible Fund
Sygnia Skeleton Worldwide Flexible Fund
Consilium Worldwide Flexible Fund
H4 Growth Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.