About the Anchor BCI Global Equity Feeder Fund Class A

The Anchor BCI Global Equity Feeder Fund’s objective is to provide capital growth over the long term. This is achieved through direct investment into the FSCA approved Anchor Global Equity Fund, domiciled in Ireland.

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Bundle Information

Fund Classification Global General Equity
Benchmark MSCI World All Country World Index
Fund/lnception Date Feb 11, 2015
JSETicker ABGEFF
Risk Profile
Unit Trust Name Anchor BCI Global Equity Feeder Fund Class A
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
R 902 605 510 35169 351.69

Current Prices Prices update end of day

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Percentage and Performance

Fees

Annual Manager 0.30%
Performance Fee N/A
TER 1.76%
Transaction Cost N/A

Performance

May 2025 6.24%
1 Month 16.24%
1 Year 28.53%
3 Months -4.97%
6 Months 11.51%
YTD 4.95%
3 Years 16.44%
5 Years 12.58%

Dividends

Last Payable Date
Last Payable Amount
Next Payable Date
Next Payable Amount
LDT

Risks

Daily Risk

3 Years Absolute Return 57.84%
3 Years Maximum Drawdown 20.12%
5 Years Absolute Return 80.80%
5 Years Maximum Drawdown 33.01%

Monthly Risk

3 Years Sharpe 1.33%
3 Years Sortino 0.58%
3 Years Standard Deviation 16.19%
5 Years Sharpe 1.18%
5 Years Sortino 0.52%
5 Years Standard Deviation 20.43%

Sector Allocation

Offshore Intern
For Currency
Cash on call

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