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. The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the portfolio's primary objective.
The portfolio may from time to time invest in listed and unlisted financial instruments, in accordance with the provisions of the Act, and the Regulations thereto, as amended from time to time, in order to achieve the portfolio's investment objective. The manager may include the following unlisted financial instruments: forward currency, interest rate and exchange rate swap transactions for efficient portfolio management