Register free for our breaking news email alerts with analysis and cutting edge commentary from our award winning team. Registration only takes a minute.

Anchor BCI Flexible A

Ranked 7 out of 130 in - Conservative ZAR over 12 months
All calculations are in ZAR unless stated

Managed by

Peter Armitage

Objective

The fund objective is to provide the conservative investor an alternative to cash or money market income instruments with the ability to earn a total return in excess of inflation. The indicated target yield is 7% - 9%, with limited exposure to the loss of capital. The investor has immediate access to the monies.

Performance

Conservative ZAR over : 30/04/2017 - 30/04/2018
  • Rank 7/130 Total Return
  • Rank 130/130 Standard Deviation
  • Rank 125/130 Max Drawdown

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 0.6%
2017 10.2% 2.2% 1.5% 7.0% -0.7%
2016 -18.5% -9.7% -4.8% -2.4% -2.9%
2015 21.4% 2.8% 2.1% 0.8% 14.8%
2014 10.0% 1.8% 4.0% 1.1% 2.7%
2013 -2.3% -0.4% 4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. South Africa

Fund Info

  • Launch date06/06/2013
  • Share Class size221Mn
  • Base currencyZAR
  • ISIN ZAE000175642

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment500

Charges

  • Annual management1.14%
  • Initial investment1.14

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).