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Anchor BCI Africa Flexible Income Fund Summary Fact Sheet
Regional--Multi Asset--Flexible
 
Technical Overview
Formation Date: 8 Mar 2016
Holdings: n/a
Original Price: n/a
Pricing System: Forward
 
Price (A - Class)
 
Management
Nolan Wapenaar, MCom, CA(SA)
Nolan read for his MCom degree from the University of the Witwatersrand and is a CA(SA). He gained fixed income experience during his seven years at Rand Merchant Bank and six years at Deutsche Bank. After the great financial crises, he was appointed to head the Deutsche Bank European Structured Credit Finance trading desk with assets under management in excess of $3 billion. Following the orderly restructuring and exit of these problem assets, he was appointed to the New York offices where he provided risk reduction solutions to clients. He was successful in managing the fixed income portfolios at Efficient Select, with the fund being a regular feature of the top quartile of performers on most meaningful time periods.
 
Ranking
Sector: Regional-Multi Asset-Flexible
Fund Size: R143 561 308 (as at 30 Jun 2019)
Sector Rank: 1 out of 2
(lump sum over 1 years to 31 Aug 2019)
Overall Rank: 17 out of 1263
(lump sum over 1 years to 31 Aug 2019)
R1000 invested on 31 Aug 2018 was worth R1 154.24 on 31 Aug 2019 (15.42% annual compound return)
R100 per month since 31 Aug 2018 was worth R1 336.56 on 31 Aug 2019 (19.76% 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
The maximum effective equity exposure (including international equity) will be 10% and a maximum effective property exposure (including international property) of 25%. The portfolio's African exposure, excluding South Africa, will always exceed 80% of the portfolio's asset value. The portfolio may, from time to time, invest in listed and unlisted financial instruments. The manager may also include forward currency, interest rate and exchange-rate swap transactions for efficient portfolio management purposes.
 
Latest Fund Manager Comment / News
Anchor BCI Africa Flexible Income Fund - Mar 17
We returned 1.02% on your investment in the Anchor BCI African Flexible Income Fund for  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 30 Jun 2019
Share No Units Value (Rm) % of Fund
Totals   0.00 0.00%
 
Comparative Performance
 
Portfolio Structure as at 30 Jun 2019
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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