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Anchor Global Equity Fund  |  Global--Equity--General
3.0400    -0.0700    (-2.251%)
NAV price (USD) Thu 2 Jul 2026 (change prev close)
  
49.3568    -1.6456    (-3.227%)
NAV price (ZAR) Thu 2 Jul 2026 (change prev close)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 161 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 $1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 16 Mar 2015
Fund Size ($) 158 381 501
Latest Price 3.04
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 31 May 2026
 SA Equities0.00%  
 Foreign Equities98.40%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash0.00%  
 Foreign Cash1.60%  
Top Holdings as at 31 May 2026
SecurityValue% of Fund
Information Technology 1 332.9m ZAR51.90%
Financials 310.7m ZAR12.10%
Communications 285.1m ZAR11.10%
Health Care 208.0m ZAR8.10%
Consumer Discretionary 149.0m ZAR5.80%
Materials 97.6m ZAR3.80%
Energy 71.9m ZAR2.80%
Industrials 71.9m ZAR2.80%
Money Market 41.1m ZAR1.60%
Totals 2 568.1m ZAR100.00%
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