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Anchor BCI ACPI Global Balanced Feeder Fund Summary Fact Sheet
Global--Multi Asset--Flexible
 
Technical Overview
Formation Date: 22 Jun 2017
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-Multi Asset-Flexible
Fund Size: R266 767 544 (as at 30 Jun 2019)
Sector Rank: 10 out of 30
(lump sum over 1 years to 31 Aug 2019)
Overall Rank: 375 out of 1263
(lump sum over 1 years to 31 Aug 2019)
R1000 invested on 31 Aug 2018 was worth R1 037.06 on 31 Aug 2019 (3.71% annual compound return)
R100 per month since 31 Aug 2018 was worth R1 303.05 on 31 Aug 2019 (15.13% 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 Anchor BCI ACPI Global Balanced Feeder Fund aims to outperform the USD Libor 1 year Index by 3% per annum.
 
Latest Fund Manager Comment / News
The Anchor BCI ACPI Global Balanced Feeder Fund aims to outperform the USD Libor 1 year  ...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
ASBALUSD 1 515 542 260.89 97.80%
Totals   260.89 97.80%
 
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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