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| Anchor Equity Fund Fact Sheet MDD |
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Anchor Equity Fund Fact Sheet MDD
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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.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Apr 2013 |
13 years ago |
| Fund Benchmark |
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| Jse Capped Swix Alsi |
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| Anchor Equity Fund Unit Prices |
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JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 1.60 |
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| Q4 of 2022 | 2.38 |
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| Q2 of 2022 | 1.90 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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