|
| Anchor Equity Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Anchor Equity Fund Fact Sheet MDD
|
|---|
|
This is an equity fund that aims to generate a sustained high capital growth over a longer period .
it will meet its objective investing in quality shares with superior returns on capital , cash flows and pricing power.
|
| High | Avg. | Low |
| R 2.50 | R 2.28 | R 2.06 |
|
| Fund Sector |
|---|
| SA – Equity – General |
| Fund Maximum Annual Fee * |
|---|
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Apr 2013 |
12 years ago |
| Fund Benchmark |
|---|
| Jse Capped Swix Alsi |
|
| Anchor Equity Fund Unit Prices |
|---|
|
|
|
|
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
|
|
| Distributions Info (in cents) |
|---|
| Q2 of 2023 | 1.60 |
|---|
| Q4 of 2022 | 2.38 |
|---|
| Q2 of 2022 | 1.90 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|