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Anchor BCI Flexible A

Ranked 2 out of 62 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 : 31/01/2017 - 31/01/2018
  • Rank 2/62 Total Return
  • Rank 62/62 Standard Deviation
  • Rank 58/62 Max Drawdown

Total Return

Quarterly Performance

to 01/01/2018 Annual Q1 Q2 Q3 Q4
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 size180Mn
  • 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).