Amplify SCI* Flexible Equity Fund
Seeks maximum capital growth with 2/3rds of the upside and 1/3rd of the downside of the equity market.
Fund Summary
Seeks maximum capital growth with 2/3rds of the upside and 1/3rd of the downside of the equity market.
Risk Profile
Moderate Aggressive
Solution Launch Date
01 September 2014
Fund Classification
(ASISA) South African MA Flexible
Fund Size
ZAR 5,921.4 million
Benchmark
Peer average of (ASISA) South African MA Flexible
Time Horizon
Minimum 5+ years
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 | 19.22 | 19.17 |
3 year | 15.44 | 10.33 |
5 year | 13.24 | 10.96 |
10 year | 9.16 | 7.36 |
Since inception | 8.67 | 7.22 |
Highest and Lowest Annual Returns over 10 years | |||
---|---|---|---|
FUND | BENCH |
||
Highest Annual % | 45.58 | 32.47 | |
Lowest Annual % | -20.14 | -10.15 |
Updated: 2024-09-30
Asset allocation (%)
Source: Morningstar
Updated: 2024-06-30
Literature & Factsheets
Fund Manager
Abax Investments is an established asset manager with a team of highly qualified and experienced investment managers, dedicated exclusively to active fund management.
Fund Commentary
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