The Anchor Securities BCI Flexible Fund aims to provide investors with high long term capital growth.
The portfolio’s investment universe include equity securities, government bonds, corporate bonds and inflation linked bonds, debentures, property securities, property related securities, interest bearing securities, preference shares, money market instruments and assets in liquid form. The portfolio may invest in participatory interests and other forms of participation in portfolios of collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the portfolio’s primary objective.
Category: South African – Multi Asset Flexible
Launch date: 18 February 2016
FTSE JSE ALSI J203T
Performance will be displayed 6 months after the launch date.
Minimum lump sum: R10 000
Minimum monthly investment (debit order): R1 000
FACT SHEET (MINIMUM DISCLOSURE DOCUMENTS):
Latest Fact Sheet (Pdf) : March 2017
Historical Fact Sheet (Pdf):
Please e-mail firstname.lastname@example.org to enquire.