Amplify SCI* Equity Fund
An investment strategy that aims to outperform the local equity market
Fund Summary
An investment strategy that aims to outperform the local equity market
Risk Profile
Aggressive
Solution Launch Date
01 September 2016
Fund Classification
(ASISA) South African EQ General
Fund Size
ZAR 674.0 million
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 | CATEGORY |
---|---|---|---|
1 year | 28.42 | 25.66 | 21.8 |
3 year | 12.24 | 12.06 | 11.58 |
5 year | 11.79 | 11.08 | 11.34 |
10 year | 7.97 | 7.78 | 6.78 |
Since inception | 7.69 | 7.45 | 6.49 |
Highest and Lowest Annual Returns over 10 years | |||
---|---|---|---|
FUND | BENCH |
CATEGORY | |
Highest Annual % | 45.2 | 51.51 | 48.54 |
Lowest Annual % | -18.98 | -20.88 | -21.37 |
Updated: 2024-09-30
Asset allocation (%)
Source: Morningstar
Updated: 2024-06-30
Literature & Factsheets
Fund Manager
Oyster Catcher Investments follow a meticulous investment process that centres around a bottom-up valuation-based philosophy to establish intrinsic value.
Fund Commentary
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