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Anchor BCI Global Equity Feeder Fund Summary Fact Sheet
Global--Equity--General
 
Technical Overview
Formation Date: 2 Nov 2015
Holdings: n/a
Original Price: n/a
Pricing System: Forward
 
Price (A - Class)
 
Management
Peter Little
Peter Little has a B Com degree and is a CFA charter holder. He has worked in the financial services industry for 18 years, on both the buy and sell side, in London for the first 8 years and New York for the next 8 years before moving to Anchor Capital in 2013. He has worked for a number of global investment banks, Including JP Morgan, RBS & Barclays Capital. Most recently Peter was at Credit Suisse Asset Management in New York where he was head of portfolio management for the systematic hedge funds.
 
Ranking
Sector: Global-Equity-General
Fund Size: R57 172 460 (as at 31 Mar 2018)
Sector Rank: 19 out of 56
(lump sum over 1 years to 30 Jun 2018)
Overall Rank: 78 out of 1192
(lump sum over 1 years to 30 Jun 2018)
R1000 invested on 30 Jun 2017 was worth R1 148.09 on 30 Jun 2018 (14.81% annual compound return)
R100 per month since 30 Jun 2017 was worth R1 352.80 on 30 Jun 2018 (21.96% annual return compounded monthly)
 
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
   
Focus and Objective
INVESTMENT OBJECTIVE
The Anchor BCI Global Equity Feeder Fund's objective is to provide capital growth over the long term. This is achieved through direct investment into the FSB approved Anchor Global Equity Fund, domiciled in Ireland.

INVESTMENT PHILOSOPHY
We aim to achieve this objective by investing in a concentrated portfolio of high quality, growing companies that are attractively valued. These companies are selected from both developed and emerging markets.
 
Latest Fund Manager Comment / News
Anchor BCI Global Equity Feeder comment - Mar 17
Market volatility has been stuck in the doldrums in 2017. The S&P 500ís recent streak of  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 31 Mar 2018
Share No Units Value (Rm) % of Fund
ANCHORGEF 3 660 469 55.11 96.40%
Totals   55.11 96.40%
 
Comparative Performance
 
Portfolio Structure as at 31 Mar 2018
Click here for complete portfolio for this fund.
 
Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
Click here for fees and charges for this fund.
 
Sectoral Information
Click here for Sectoral Information for this fund.
 


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