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Anchor Securities BCI Flexible Fund

INVESTMENT OBJECTIVE

The Anchor Securities BCI Flexible Fund aims to provide investors with high long term capital growth.

INVESTMENT UNIVERSE

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

BENCHMARK

FTSE JSE ALSI J203T

PORTFOLIO PERFORMANCE

Performance will be displayed 6 months after the launch date.

INVESTMENT SIZE

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):

February 2017

January 2017

December 2016

November 2016

October 2016

September 2016

August 2016

July 2016

June 2016

May 2016

April 2016

Mar 2016

Feb 2016

CONTACT DETAILS

Please e-mail info@anchorsecurities.co.za to enquire.

FORMS & DOCUMENTS

Application Form – Individuals

Application Form – Legal Entity

Switch Form

Transfer Form

Withdrawal Form

Additional Contribution Form

Investor Details Change Form

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