Amplify SCI Income Plus Retail Hedge Fund

Strives for strong returns using a high conviction, award-winning fixed income strategy.

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Intelligent impact that matters

Fund Summary

Strives for strong returns using a high conviction, award-winning fixed income strategy.

Risk Profile

Aggressive

Launch Date

01 September 2016 (CIS)

Strategy Classification

Retail Hedge Fund - South African Fixed Income

Fund Size

ZAR 1,655.3 million

Benchmark

STeFI Call Rate

Fee class Launch date

07 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 10.11 7.13
3 year 17.18 7.93
5 year 10.6 6.86
10 year 12.88 6.77
Since inception 14.78 6.71
Highest and Lowest Annual Returns over 10 years
FUND BENCHMARK
Highest Annual % 48.5 10.31
Lowest Annual % -9.38 3.78

Updated: 2026-05-31

Literature & Factsheets

Fund Manager

Matrix Fund Managers is a diversified fund manager with a highly skilled team boasting extensive experience.

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24 Jun 2026

Navigating volatility through active protection and structural focus

The modern investment environment requires an absolute focus on downside preservation. Malcolm Charles of Ninety One joins us to discuss the active strategies shielding the Amplify SCI Stable Income Retail Hedge Fund from unexpected market shocks.

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03 Jun 2026

Amplify wins at top industry awards 

Collaboration and innovation are at the heart of everything we do — and this year, that commitment has once again been recognised across the industry. Amplify Investment Partners and our partner managers’ funds received top honours at several prestigious investment awards, celebrating excellence in performance, consistency and risk-adjusted returns. These achievements reflect the strength of our investment thinking, disciplined execution and the power of teamwork across our business and partnerships.

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02 Jun 2026

What hedge funds can do for your pension

Amplify Investment Partners says hedge funds are increasingly being used by retirees and living annuity investors seeking stability, smoother returns and protection against market volatility. As hedge funds become more mainstream, investors are shifting their focus from high-risk speculation to portfolio diversification, risk mitigation and long-term wealth preservation.

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01 Jun 2026

Hedge funds go mainstream as retirees seek stability

Amplify Investment Partners says hedge funds are increasingly being used by retirees and living annuity investors seeking stability, smoother returns and protection against market volatility. As hedge funds become more mainstream, investors are shifting their focus from high-risk speculation to portfolio diversification, risk mitigation and long-term wealth preservation.

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29 May 2026

Amplify’s “Get Rich Slowly” Strategy

 The Amplify Global Flexible Fund, managed by Troy Asset Management, follows a long-term “get rich slowly” philosophy focused on preserving capital while delivering steady returns with low volatility. With a 25-year track record underpinning the strategy, the fund combines high-quality global equities with bonds and gold to manage risk, reduce drawdowns and provide investors with a resilient, diversified portfolio approach.

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28 May 2026

Quarterly report: Troy Asset Management (UK), partner manager on the Amplify Global Flexible Fund

Troy Asset Management reflects on a volatile first quarter of 2026 marked by geopolitical tension, inflation concerns and rapid AI disruption reshaping global markets. The report explores how shifting investor sentiment, rising energy risks and unprecedented AI-driven capital expenditure are impacting equities, currencies and portfolio positioning, while highlighting the importance of diversification, resilience and proactive investment management in an increasingly uncertain environment.

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20 May 2026

Earnings growth | The anchor in an uncertain global market

Market performance is currently being driven by disruption, but long-term success requires a focus on sustainable earnings. Alan Christensen of Sarofim & Co. joins us to discuss portfolio positioning, the AI landscape and the value of experience in navigating global shocks.

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29 Apr 2026

Global shocks require unwavering discipline: The March Update

As global markets navigate the impact of the Middle East conflict and the JSE’s sharpest decline in 18 years, we look at why disciplined decision-making is the only way to manage market complexity.

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25 Mar 2026

Global markets change. Investment discipline shouldn’t.

See how we navigate global market shifts with selective intent, featuring the disciplined strategy of the Amplify Global Flexible Fund.

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27 Jan 2026

A YEAR OF PROGRESS WITH PURPOSE: THE AMPLIFY 2025 REVIEW 

Explore the milestones of 2025, where we surpassed R80 billion in AUM and translated financial success into tangible progress for conservation and education through purposeful partnerships.

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24 Nov 2025

CAPITAL PRESERVATION FIRST – THE DISCIPLINED STRATEGY OF THE AMPLIFY SCI WEALTH PROTECTOR FUND

Learn more about the Amplify SCI Wealth Protector Fund, where capital preservation and consistent, inflation-beating returns is found through yield, earnings conviction and avoiding “bombs.”

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.