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 ?

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

Asset manager Marriott Unit Trusts Manco was founded in 1987.

Distributions Info (in cents)
Q2 of 2023 1.60
Q4 of 2022 2.38
Q2 of 2022 1.90
See Also
Old Mutual Investors Fund
SIM Select Equity Fund
Satrix Equally Weighted Top 40 Index Fund
Anchor Equity Fund
10x S&P Global Dividend Aristocrats Etf
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.