Anchor Equity Fund Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Dec 24
R 2.49    R 0.-1
   -0.4%
High Avg. Low
R 2.50 R 2.28 R 2.06
Fund Information
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
Fund Information
Launch Date
Apr 2013 12 years ago
Fund Benchmark
Jse Capped Swix Alsi
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 532 Mil.


Anchor Equity 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 ?

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
See Also
10x Top 60 Equity Index Fund
Personal Trust Equity Fund
Foundation Equity Fund
10x S&P Global Dividend Aristocrats Etf
Momentum Equity 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
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.