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Anchor Global High Yield Fund (USD) - R
Anchor Global High Yield Fund (USD) - R
PIM Capital Management
Anchor Global High Yield Fund (USD) - R
Price
 
Ranking
Sector: Global-Fixed Interest-Bond
Size: -
 
Sector Rank: 11 out of 41
(lump sum over 2 years to 30 Nov 2024)
 
Overall Rank: 400 out of 504
(lump sum over 2 years to 30 Nov 2024)
 
R20000 invested on 30 Nov 2022 was worth R23 242 at 30 Nov 2024
(7.80% annual compound return)
 
R5000 per month since 30 Nov 2022 was worth R126 482 at 30 Nov 2024
(5.02% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Focus and Objective
The Fund will invest predominantly in higher-yielding fixed and variable rate securities, including corporate bonds and debentures, with no geographic restrictions and may include emerging market instruments. In addition, the full spectrum of available securities, including noninvestment grade paper, may be utilised. The Anchor Global High Yield Fund may also invest in a variety of highyielding securities, including equities, convertible securities as well as instruments that exhibit qualities similar to both debt and equity (mezzanine debt). When they determine that such an investment policy is warranted, the managers may invest without limitations in cash and cash equivalents. The use of derivatives within the Fund will be limited to protecting the Fund against currency and/or market risk and will not be used for speculation or to increase risk within the Fund. The Fund may not hold more than 10% of its NAV in derivative instruments.
 
Technical Overview
Benchmark: 110% of US Secured Overnight Financing Rate
Base currency: USD Formation date: 29 Jul 2022
Domicile Mauritius Pricing system: Forward
 

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