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| Anchor Diversified Growth Fund Fact Sheet MDD |
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Anchor Diversified Growth Fund Fact Sheet MDD
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The investment objective of this mixed asset unit trust fund is to provide investors with high long term total return at moderate high risk level.
The fund will be invested in mix of assets classes that includes equities , interest-bearing securities , property and money market instruments both inshore and offshore markets.
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.44%-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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| Feb 2016 |
10 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Anchor Diversified Growth Fund Unit Prices |
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Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 2.14 |
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| Q4 of 2022 | 1.84 |
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| Q2 of 2022 | 1.78 |
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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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