Amplify SCI Cautious Retail Hedge Fund
Aims to achieve superior returns across market conditions, capitalizing on varied fixed income opportunities.
Fund Summary
Aims to achieve superior returns across market conditions, capitalizing on varied fixed income opportunities.
Risk Profile
Cautious
Inception Date
01 April 2025
Strategy Classification
Retail Hedge Fund – South African – Fixed Income
Fund Size
ZAR 2,082.9 million
Benchmark
STeFi
Time Horizon
3-5 Years
Fee class Launch date
1 April 2025
Fund Snapshot
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 | 15.1 | 8.28 |
| 3 year | 12.95 | 7.54 |
| 5 year | 14.13 | 6.21 |
| 10 year | 12.91 | 6.72 |
| Since inception | 12.27 | 6.55 |
| Highest and Lowest Annual Returns over 10 years | |||
|---|---|---|---|
| FUND | BENCH |
||
| Highest Annual % | 35.52 | 8.56 | |
| Lowest Annual % | -1.14 | 3.78 | |
Updated: 2025-03-31
Literature & Factsheets
Fund Manager
A niche fixed income asset manager, Southchester Investment Managers (Pty) Limited, specializes in creating and managing short term liquid portfolios and alternative fixed income asset classes.
INSIGHTS
View All Articles
02 Apr 2025
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Part 2: Adaptable Insights: The power of one day at a time, with Joey Evans
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New funds, conservation commitments, and expert insights. Amplify’s Head, Wade Witbooi, offers a comprehensive market outlook for 2025, revealing the strategies for navigating the year ahead
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Part 1: Adaptable Insights: The power of one day at a time, with Joey Evans
A devastating accident left Joey Evans paralysed and facing a future of uncertainty. Discover how he found the strength to not only walk again, but to conquer the Dakar Rally, one day at a time.
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Part 3: Adaptable Insights: The human-tech renaissance, with Stafford Masie
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Chapter 4 Part 3: Adaptable Insights: A future of resilient investing, with Nico Janse van Rensburg
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Part 2: Adaptable Insights: Softening into resilience, with Kate Groch
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Part 1: Adaptable Insights: Softening into resilience, with Kate Groch
Forget “toughness.” In the rural heart of this country, young people are redefining resilience. Kate Groch shows how embracing “softness” allows them to overcome adversity and create a better future.
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