About the ANCHOR BCI WORLDWIDE FLEXIBLE FUND CLASS B

The Anchor BCI Worldwide Flexible Fund aims to provide investors with a moderate to high long-term total return by way of a worldwide flexible portfolio actively investing across different asset classes.

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Bundle Information

Fund Classification Worldwide Multi Asset Flexible
Benchmark Inflation (SA CPI) + 4% p.a.
Fund/lnception Date Oct 1, 2024
JSETicker AMWFB
Risk Profile Medium/High
Unit Trust Name ANCHOR BCI WORLDWIDE FLEXIBLE FUND CLASS B
Income Distribution Semi-annually (June and December)

Pricing

  • 1M RTN
    3M RTN
    6M RTN
    1 YR RTN
    MAX RTN
  • DAILY CHANGE
  • Zoom Level
    • 1M
    • 3M
    • 6M
    • 1Y
    • MAX
Fund Size NAV TRI

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Percentage and Performance

Fees

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TER N/A
Transaction Cost N/A

Performance

Feb 2026 N/A
1 Month N/A
1 Year N/A
3 Months N/A
6 Months N/A
YTD N/A
3 Years N/A
5 Years N/A

Dividends

Last Payable Date
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LDT

Risks

Daily Risk

3 Years Absolute Return N/A
3 Years Maximum Drawdown N/A
5 Years Absolute Return N/A
5 Years Maximum Drawdown N/A

Monthly Risk

3 Years Sharpe N/A
3 Years Sortino N/A
3 Years Standard Deviation N/A
5 Years Sharpe N/A
5 Years Sortino N/A
5 Years Standard Deviation N/A

Sector Allocation

EasyWealth is a product of First World Trader (Pty) Ltd t/a EasyEquities (registration number 1999/021265/07) which is an authorized Financial Services Provider (FSP number 22588) and a registered credit provider (NCRCP 12294).The contents of this website are for information purposes only. The information listed herein is of a factual nature and must not be construed as financial advice. The value of financial products can go down, as well as up, as a result of a variety of factors depending on the type of financial products such as a change in the value of the underlying investments, company profits, future prospects and more general market factors. An investor may not recoup the full amount invested. Source of performance data: EasyEquities platform. Past performance is not necessarily an indication of future performance. All performance figures reported are the actual performance of the model portfolio taken from the EasyEquities platform. Bundles without model portfolios (static weights) are excluded. The volatility is calculated as the annualised standard deviation of monthly percentage returns. For periods greater than 1 year, performance is annualised. Forecasts, illustrations, hypothetical data and examples are for illustrative purposes only and are not guaranteed to occur. Any projections contained in the information are estimates only and are not guaranteed to occur. The projections, if any, are subject to market influences and contingent upon matters outside the control of the company, so may not be realised in the future. The investment value, if any, of a financial product is not guaranteed.

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