Amplify SCI* Wealth Protector Fund
An award-winning solution providing capital protection over 12 months and outperforming inflation by 3% p.a.
Fund Summary
An award-winning solution providing capital protection over 12 months and outperforming inflation by 3% p.a.
Risk Profile
Cautious
Solution Launch Date
15 August 2016
Fund Classification
(ASISA) South African MA Low Equity
Fund Size
ZAR 5,077.4 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 | 13.59 | 6.37 | 13.4 |
3 year | 10.96 | 8.42 | 8.75 |
5 year | 10.82 | 7.98 | 8.58 |
Since inception | 9.66 | 7.76 | 7.19 |
Highest and Lowest Annual Returns over 10 years | |||
---|---|---|---|
FUND | BENCH |
CATEGORY | |
Highest Annual % | 19.02 | 10.88 | 17.26 |
Lowest Annual % | 1.26 | 5.05 | -3.1 |
Updated: 2024-11-30
Asset allocation (%)
Source: Morningstar
Updated: 2024-09-30
Literature & Factsheets
Fund Manager
Truffle Asset Management is a multiple award-winning asset manager able to identify opportunities with the highest growth potential at an appropriate level of risk.
Fund Commentary
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