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Anchor Tactical Real Estate Fund;Inst

Ranked 69 out of 76 in - US Equity over 12 months
All calculations are in USD unless stated

Objective

The Fund seeks to achieve its investment objective, utilizing a fund of funds structure. Under normal market conditions, the Fund invests, directly or indirectly through unaffiliated exchange traded funds and mutual funds, at least 80% of its net assets in long and short positions in real estate related securities.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US Equity over : 31/10/2017 - 31/10/2018

Total Return

Quarterly Performance

to 30/09/2018 Annual Q1 Q2 Q3 Q4
2018 -4.1% -3.3% 0.3%
2017 6.2% 0.0% 0.1% 2.5% 3.5%
2016 -4.6%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. United States

Fund Info

  • Launch date06/09/2016
  • Share Class size08Mn
  • Base currencyUSD
  • ISIN US66538H7998

Purchase Info

  • Min. initial investment2Mn
  • Min. regular additional investment5,000

Charges

  • Annual management0.02%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).