Amplify SCI Cautious Retail Hedge Fund

Aims to achieve superior returns across market conditions, capitalizing on varied fixed income opportunities.

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Intelligent impact that matters

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 2,320.9 million

Benchmark

STeFi

Time Horizon

3-5 Years

Fee class Launch date

1 April 2025

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 9.4 7.8
3 year 11.12 7.96
5 year 11.66 6.43
10 year 12.99 6.77
Since inception 12.14 6.59
Highest and Lowest Annual Returns over 10 years
FUND BENCHMARK
Highest Annual % 35.52 8.56
Lowest Annual % -1.14 3.78

Updated: 2025-09-30

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.

September Fund Performance
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23 Oct 2025

THE SECRET BEHIND THE SUCCESS OF AMPLIFY SCI STRATEGIC INCOME FUND

Learn more about the Amplify SCI Strategic Income Fund, where active asset allocation, strong positioning and intense macro-scrutiny collectively drive outperformance.

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16 Oct 2025

Amplify challenges industry norms with actionable solutions for advisers

Amplify Investment Partners is redefining hedge fund investing by helping advisers overcome barriers to adoption. Through transparency, fair fees and daily liquidity across its R13 billion hedge fund range, Amplify empowers advisers to use regulated, retail-accessible hedge funds to enhance diversification, manage risk and deliver performance-driven outcomes.

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29 Sep 2025

Strategic Shifts in Offshore Allocation: How the Amplify SCI Balanced Fund Adapts to Global Markets 

The Amplify SCI Balanced Fund has continued to evolve into a dynamic portfolio that blends Laurium’s best ideas across asset classes and strategies. The fund is built on disciplined asset allocation, instrument selection, and a commitment to delivering consistent long-term value for investors.

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15 Sep 2025

Volatility is sharpening fund managers’ strategic thinking

It’s not just death and taxes. Uncertainty and volatility have also become certainties you can count on. This has had significant implications for fund management. Sound investment strategies are increasingly about rigorous processes, identifying opportunities and recognising and learning from missteps rather than trying to get it right 100% of the time.

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10 Sep 2025

How to protect yourself from social media investment scams

Investment scams are becoming increasingly sophisticated, with fraudsters using social media platforms and messaging apps such as Telegram and What’s App to target unsuspecting investors. The Financial Sector Conduct Authority (FSCA) has issued public warnings about criminals impersonating authorised financial services providers (FSPs), including Sanlam Investments to lure victims with false promises of guaranteed returns.

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22 Aug 2025

A DISCIPLINED APPROACH TO NAVIGATING THE SOUTH AFRICAN EQUITY MARKET

Oystercatcher Investments’ disciplined, bottom-up approach to the Amplify SCI Equity and Amplify CI Managed Equity Retail Hedge Fund seeks to exploit market inefficiencies for robust long-term returns.

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24 Jul 2025

ASYMMETRIC RETURNS: AMPLIFY, ABAX INVESTMENTS AND THE AMPLIFY SCI FLEXIBLE EQUITY FUND

Our Amplify SCI Flexible Equity Fund, managed by Abax Investments, aims for asymmetric returns. It targets two-thirds upside and one-third downside of the market with a flexible multi-asset mandate.

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30 Jun 2025

AMPLIFY’S NEW HEDGE FUNDS GEARED FOR CONSISTENT RETURNS

Amplify’s increasing range of investment options and the strong performance of its range of long-only and hedge funds have resulted in increasing investor interest, with its assets under management increasing strongly to R66bn currently, up from R46.7bn at end-2023.

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23 Jun 2025

ASSET ALLOCATION PRECISION: AMPLIFY SCI BALANCED FUND MANAGED LAURIUM CAPITAL

Article Excerpt: Gain insights into our Amplify SCI Balance Fund’s objectives, strategic asset allocation and impressive track record, managed by Laurium Capital for consistent outperformance and positive impact.

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21 May 2025

STEADFAST THROUGH VOLATILITY: THE AMPLIFY GLOBAL EQUITY FUND 

Discover how the Amplify Global Equity Fund, with Sarofim & Co., upholds its sustainable growth philosophy amidst market shifts, targeting resilient, dominant businesses for long-term returns.

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13 May 2025

DRIVING GROWTH THROUGH PARTNERSHIP: AMPLIFY & NINETY ONE

Partnering with a global investment manager to launch the Amplify SCI Stable Income Retail Hedge Fund, delivering consistent returns and prioritising capital preservation.