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Anchor Global Equity Fund  |  Global--Equity--General
3.0600    -0.0400    (-1.290%)
NAV price (USD) Fri 10 Jul 2026 (change prev close)
  
49.9395    -0.6549    (-1.294%)
NAV price (ZAR) Fri 10 Jul 2026 (change prev close)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 160 Rand-denominated Global--Equity--General funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (equity) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the Global--Equity--General sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund Performance
  ZAR
  Base
3 Months 6 Months 1 Year 3 Years 5 Years
Trailing Returns
Period    Return %Growth of $1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 16 Mar 2015
Fund Size ($) 159 618 126
Latest Price 3.06
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/09) 1.48%
Minimum Investment-
TTM Distribution Yield -
Fund Objective
We aim to achieve this by investing in a concentrated portfolio of highquality, growing companies that are attractively valued. These companies are selected from both developed and emerging countries.The fund will invest primarily in equity securities, which may include preference shares and other securities with equity characteristics. The fund may also invest indirectly in equity securities through holdings in collective investment schemes. The fund's objective is to provide capital growth over the long term. We recommend that investors in the fund have at least a 5 year horizon.
Asset Classes and Holdings
Asset Classes as at 30 Jun 2026
 SA Equities0.00%  
 Foreign Equities95.80%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash0.00%  
 Foreign Cash4.20%  
Top Holdings as at 31 May 2026
SecurityValue% of Fund
Information Technology 1 343.3m ZAR51.90%
Financials 313.2m ZAR12.10%
Communications 287.3m ZAR11.10%
Health Care 209.6m ZAR8.10%
Consumer Discretionary 150.1m ZAR5.80%
Materials 98.4m ZAR3.80%
Energy 72.5m ZAR2.80%
Industrials 72.5m ZAR2.80%
Money Market 41.4m ZAR1.60%
Totals 2 588.2m ZAR100.00%
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