Amplify SCI* Absolute Income Retail Hedge Fund

Aims for high positive returns in spite of interest rate changes, using an award-winning fixed income strategy.

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Intelligent impact that matters

Fund Summary

Aims for high positive returns in spite of interest rate changes, using an award-winning fixed income strategy.

Risk Profile

Cautious Moderate

Launch Date

01 September 2016 (CIS)

Strategy Classification

Retail Hedge Fund - South African Fixed Income

Fund Size

ZAR 1,372.3 million

Benchmark

STeFI

Fee class Launch date

02 January 2020

Fund Snapshot

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Performance

Investment growth since inception

The investment performance is for illustrative purposes only and is calculated by taking the actual initial fees and all ongoing fees into account for the amount shown. Income is reinvested on the reinvestment date.

Annualised Returns Fund Benchmark
1 year 12.02 8.53
3 year 11.9 7.0
5 year 11.26 6.14
10 year 12.31 6.65
Since inception 16.69 6.41
Highest and Lowest Annual Returns over 10 years
FUND BENCHMARK
Highest Annual % 50.14 8.56
Lowest Annual % 1.53 3.78

Updated: 2024-10-31

Literature & Factsheets

Fund Manager

Acumen Capital has extensive market experience with a core focus on the South African interest rate environment.

Rethink
Rethink

05 Dec 2024

Part 2: Adaptable Insights: The resilience paradox, with Professor Richard Calland 

True leadership is defined by humility and self-awareness. Professor Richard Calland reveals the power of agility and purpose in navigating complexity to discover the path to a resilient future.

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Rethink

03 Dec 2024

Part 1: Adaptable Insights: The resilience paradox, with Professor Richard Calland 

Can uncertainty be a strength? Professor Richard Calland explores the paradox of resilience in a volatile world, where “I don’t know” unlocks adaptability and a deeper understanding of complexity.

Rethink
Rethink

28 Nov 2024

Chapter 3 Part 2: Adaptable Insights: The power of purpose-driven investing, with Nico Janse van Rensburg 

We have a profoundly human-centric approach to investing. We’re building a more resilient future in South Africa through education, empowerment, conservation, and community upliftment from within.

Rethink
Rethink

21 Nov 2024

Chapter 3 Part 1: Adaptable Insights: The power of purpose-driven investing, with Nico Janse van Rensburg

Can profits fuel positive change and real-world impact in South Africa? We’re proving it’s possible by transforming lives, empowering communities, and protecting endangered wildlife like rhinos.

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Rethink

19 Nov 2024

Chapter 2 Part 2: Adaptable Insights: Doing well by doing good explained, with Nico Janse van Rensburg

We’re global in reach and diverse in product. It’s how we’re able to guide investors through complex offshore markets, building resilient portfolios for a future where we do well and do good.

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Rethink

13 Nov 2024

Chapter 2 Part 1: Adaptable Insights: Doing well by doing good explained, with Nico Janse van Rensburg 

We’re redefining responsible investing, proving profit and purpose coexist. We’re empowering communities and delivering client-centric solutions, weaving social responsibility into our very fabric.

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Rethink

06 Nov 2024

Part 3: Adaptable Insights: Proactively resilient problem-solving, with Nico Janse van Rensburg

The financial world is constantly changing. Don’t just react to the latest trends – anticipate them. Stay ahead through proactive problem-solving to unlock a more resilient financial future.

Invest
Invest

04 Nov 2024

New property fund builds on Amplify’s growing success

The specialist fund is aimed at investors with a moderate aggressive risk profile, wanting diversification from general equity shares and capital growth over the medium to long term.
Morningstar data shows that the fund was ranked second in its peer group over three and five years, and first over 10 years.

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Rethink

04 Nov 2024

Part 2: Adaptable Insights: Resilient relationships, with Nico Janse van Rensburg 

In finance, resilience is often measured in numbers. But what if true resilience was about more than that? The human element of empathy can be invaluable in navigating life’s financial challenges.

Part 1: Adaptable Insights: Actively managed resilience, with Nico Janse van Rensburg
Rethink
Rethink

29 Oct 2024

Part 1: Adaptable Insights: Actively managed resilience, with Nico Janse van Rensburg

Market turmoil can feel like a relentless storm. But when you’re hands-on with active management, you can use that very same storm to amplify your success, even when the world feels upside down.

Invest
Invest

15 Oct 2024

Amplify Funds Outperform at Ten-Year Milestone

Two of Amplify Investment Partners unit trusts have reached a 10-year milestone boasting a long-term track record of outperformance. The Amplify SCI* Defensive Balanced Fund and the Amplify SCI* Strategic Income Fund have exemplified and proven Amplify’s strategy of producing exceptional performance through active management by agile, independent managers.

Invest
Invest

16 Sep 2024

Amplify launches new fund for investors with an appetite for strong performance

Amplify Investment Partners has launched a new SA flexible equity fund, the latest addition to its growing number of high-performing funds.

Amplify, whose funds are managed by independent boutique managers, has grown assets under management by 580% since 2018 to R53bn with strong performances across its local and global unit trusts, and hedge funds.
Its latest unit trust, the Amplify SCI* SA Flexible Equity Fund, managed by Fairtree Asset Management, aims to outperform inflation by 5% over three to five years. It is a multi-asset flexible equity fund, with SA-only equity exposure of 40% to 80%, aiming to preserve capital at lower risk than a pure equity portfolio.