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Anchor BCI Global Technology Fund | Global–Equity–General
2.0479    -0.0359    (-1.723%)
NAV price (ZAR) Fri 14 Nov 2025 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 155 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
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 6 Jun 2019
Fund Size (ZAR) 579 738 639
Latest Price 2.05
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 1.25%
Minimum Investment-
TTM Distribution Yield -
Fund Objective
The Anchor BCI Global Technology Fund aims to maximise the long-term total return for investors by way of a global equity portfolio investing in companies that create and benefit from advances in technology. The portfolio is suitable for investors with an aggressive risk profile. The portfolio‘s equity exposure will always exceed 80% of the portfolio's net asset value, and at least 80% of net asset value will be invested outside of South Africa, with no more than 80% exposure to assets of a specific geographical region. The portfolio may invest in global and local equity securities, property shares, property related securities listed on exchanges and assets in liquid form, preference shares, debentures, debenture bonds, money market instruments and assets in liquid form....Read more
Asset Classes and Holdings
Asset Classes
 SA Equities15.00%  
 Foreign Equities79.27%  
 SA Bonds0.00%  
 Foreign Bonds0.00%  
 SA Property0.00%  
 Foreign Property0.00%  
 SA Cash4.15%  
 Foreign Cash1.58%  
Top Holdings as at 30 Sep 2025
SecurityUnitsValue (Rm)% of Fund
PROSUS 73 720 90.2915.00%
MICROSOFT 8 000 71.1511.82%
AMAZON.COM 12 300 47.237.85%
CONSOFT 900 42.117.00%
FOREIGN MMI 0 40.016.65%
FOREIGNEQ 31 399 39.776.61%
TENCENT 24 000 35.345.87%
SPOTIFYTECH 2 700 33.995.65%
ASMLHOLDING 1 970 32.775.44%
NETFLIXINC 1 440 30.024.99%
Totals  462.6976.87%
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