Anchor Capital Appreciation Fund is Anchor Capital Advisors' response to investors who want to preserve their capital and increase the purchasing power of their savings, based on the principles of our motto Invest Well Advised.
Combining a disciplined value-seeking process with a flexible and consistent long-term investment strategy, we provide capital growth for investors who do not need to withdraw their investment for a minimum of three years.
The fund invests in mid-, large-, and mega-cap stocks with a high level of market liquidity, in institutional passive exchange-traded funds (ETFs), and in futures and options on equity indices that are settled against a clearing house in an organized market, all of which are highly liquid assets in all types of market conditions.
Consistent returns with a minimum investment term:
A record track that supports consistent returns:
Average Asset Allocation:
Request our Anchor Capital Appreciation Fund guide for free.
Contact us to make a personalized proposal.
Download the Key Investor Information Document (KIID).