UNIT TRUSTS

OUR UNIT TRUSTS MEET A RANGE OF RISK-RETURN NEEDS

Our traditional funds are managed by independent, next-generation asset managers, carefully selected through our rigorous manager research and screening process. These skilful managers are agile and have a wide range of investable assets. Together we aim to provide clients with superior risk-adjusted returns and to help them achieve their goals over the long term.

“We have identified, who we believe, are the best asset managers across both hedge funds and unit trusts.”

– Marthinus van der Nest, Head of Amplify.

TYPES OF UNIT TRUSTS

Note: Hover over the yellow circle ‘info icons’ which are displayed on the diagrams below to show more information.

Amplify Investments Unit Trusts
AMPLIFY SCI* DEFENSIVE BALANCED FUND

This fund aims to achieve consistent, reasonable level of income while preserving capital.

Managed by Matrix Fund Managers

AMPLIFY SCI* WEALTH PROTECTOR FUND

This fund aims to protect capital over a rolling one-year period while generating income and capital growth over the medium term at low levels of volatility.

Managed by Truffle Asset Management

AMPLIFY SCI* STRATEGIC INCOME FUND

This fund aims to achieve a high level of income at low levels of risk.

Managed by Terebinth Capital

AMPLIFY SCI* ABSOLUTE FUND

This fund aims to deliver consistent growth while minimising the risk of capital loss over the medium term.

Managed by Matrix Fund Managers

AMPLIFY SCI* BALANCED FUND

This fund aims to provide investors with long-term capital growth and strong downside protection.

Managed by Laurium Capital

AMPLIFY SCI* FLEXIBLE EQUITY FUND

This fund aims to achieve maximum capital growth over the long-term within a sound risk management framework.

Managed by ABAX Investments

AMPLIFY SCI* EQUITY FUND

This fund aims to provide consistent benchmark beating returns over the long-term at lower levels of risk.

Managed by Sentio Capital

*The SCI acronym in the above funds refers to “Sanlam Collective Investments”

ADDITIONAL INFORMATION

Amplify SCI* Strategic Income Fund

RISK PROFILE:  Conservative

Fund Description

This is an actively managed, flexible fixed interest solution for conservative investors that have a two year investment horizon. The aim is to provide a high level of income greater than cash. Investment preservation is of primary importance and diversification across high yielding asset classes offers downside protection. It is allowed to invest offshore up to the prescribed offshore limit as per regulations. The solution is Regulation 28 compliant.

Fund Manager

This solution is managed by Terebinth Capital, a specialist fixed income asset manager either multiple hedge fund awards.

Investment Strategy

To determine asset allocation, Terebinth Capital applies a two-fold approach of combining macro analysis and quantitative precision. Their macro philosophy leads to low correlation with the broader market and lower volatility, the in-house quantitative skills ensure that within each asset class (bonds, money market instruments, preference shares and listed property) the best allocation strategy is implemented.

Fund Fact Sheets

Fund Commentary

Fund Insights

Amplify SCI* Defensive Balanced Fund

RISK PROFILE: Cautious

Fund Description

This is a stable, low-equity multi-asset class solution for cautious investors with a three year investment horizon. The aim is to provide a reasonable level of income, while preserving your investment in real terms, with lower volatility over the medium to long term. It invests in a combination of equities, money market instruments, bonds, listed property, as well as international equities and fixed interest assets. The solution holds a maximum of 40% in equities (including offshore equities) and is Regulation 28 compliant.

Fund Manager

This solution is managed by Matrix Fund Managers, a diversified asset manager with a team of highly qualified and skilled investment managers boasting more than 140 years’ collective experience.

Investment Strategy

An active asset allocation and securities selection strategy applied through a bottom up approach with a focus on achieving stable returns. Matrix follow an agile, pragmatic approach to active investing with an unconstrained (benchmark agnostic) investment style resulting in strong risk adjusted returns.

Fund Fact Sheets

Fund Commentary

Fund Insights

Amplify SCI* Wealth Protector Fund

RISK PROFILE: Cautious

Fund Description

This is a multi-asset solution with a cautious risk profile for investors that have a three year investment horizon. The aim is two fold: to provide investment protection over a rolling one-year period, and generate income over the medium term at low levels of risk. It invests across different asset classes with exposure less than 40% for equities, 60% for bonds and 50% for cash. The solution is Regulation 28 compliant and may invest in listed and unlisted financial instruments (derivatives) and offshore investments to achieve its objective.

Fund Manager

This solution is managed by Truffle Asset Management, a diversified boutique asset manager which has been operating for over a decade by an experienced investment team.

Investment Strategy

This solution follows valuation-driven investment approach in every asset class (both domestic and foreign). The investment team follows a fundamental valuation-based philosophy and disciplined investment process, combined with a rigorous risk management approach to achieve the solutions dual objectives of capital protection and income generation.

Fund Fact Sheets

Fund Commentary

Fund Insights

Amplify SCI* Absolute Fund

RISK PROFILE: Moderate

Fund Description

This is a medium equity multi-asset solution for moderate investors who have a four year investment horizon. The aim is to deliver positive real returns, while minimising the risk of investment losses over the medium term. It invests in a combination of equities, money market instruments, bonds, listed property, as well as international equities and fixed interest assets. The solution holds a maximum of 60% in equities (including offshore equities) and is Regulation 28 compliant.

Fund Manager

This solution is managed by Matrix Fund Managers, a diversified asset manager with a team of highly qualified and skilled investment managers boasting more than 140 years’ collective experience.

Investment Strategy

An active asset allocation and securities selection strategy is applied through a bottom up approach, with a focus on capital growth. Matrix follow an agile, pragmatic approach to active investing with an unconstrained (benchmark agnostic) investment style resulting in strong risk adjusted returns.

Fund Fact Sheets

Fund Commentary

Fund Insights

Amplify SCI* Balanced Fund

RISK PROFILE: Moderate

Fund Description

This is a multi asset, high-equity solution with a moderate risk profile for investors with a five year investment horizon. The aim is to deliver long-term investment growth over time for investors by investing in a balanced manner across a broad range of asset classes such as equities, money market instruments, bonds, listed property, as well as international equities and fixed interest assets. The solution holds a maximum of 75% in equities (including offshore equities) and is Regulation 28 compliant.

Fund Manager

This solution is managed by Laurium Capital, an independent asset manager with a distinctly differentiated approach; an investment banking DNA combined with a finely-crafted skills set to take advantage of special situations and trading opportunities.

Investment Strategy

This solution invests in a diversified range of local and foreign asset classes. These asset classes include a combination of investments in the equity, fixed interest, bond, money market and property markets. The solution uses fundamental bottom-up research with a value bias, to generate a moderate portfolio.

Fund Fact Sheet

Fund Commentary

Fund Insights

Amplify SCI* Flexible Equity Fund

RISK PROFILE: Moderate Aggressive

Fund Description

This is an actively managed flexible asset allocation solution for moderate aggressive investors with an investment horizon greater than 5 years. The aim is to deliver equity-like returns at lower levels of risk due to it’s sound risk management framework. It will typically have a high allocation to growth assets, but will make extensive use of various hedging strategies (such as derivatives) to limit some of the downside risk associated with high equity allocations. The solution diversifies across other asset classes such as equity, property, cash and bonds to protect against potential market downturns.

Fund Manager

This solution is managed by Abax Investments, a diversified asset manager with a team of highly qualified and experienced investment managers, dedicated exclusively to active fund management.

Investment Strategy

To determine asset allocation, Abax Investments applies a top-down strategic asset allocation together with a bottom-up view of individual securities. These strategies combined with fundamental macro-economic analysis ensures Abax Investments derives an optimal asset allocation, aligned with their investment strategy. The investment team believes that earnings and dividend growth are the primary drivers of share price appreciation. Through bottom up fundamental research, the team is able to identify companies that are undervalued relative to their realistic growth prospective. Similarly, they can identify companies where current valuations overvalue their future earnings and dividend growth potential. This leads to effective equity selection decisions.

Fund Fact Sheet

Fund Commentary

Fund Insights

Amplify SCI* Equity Fund

RISK PROFILE: Aggressive

Fund Description

This is a pure equity strategy diversified across all sectors on the JSE and is applicable to aggressive investors who have a time horizon greater than 5 years. The investment manager screens the entire investment universe looking for companies that are undervalued relative to their realistic growth prospects with the aim of constructing a strategy that will achieve consistent market beating returns over the long-term but at lower levels of risk.

Fund Manager

This strategy is managed by Sentio Capital Management, who are passionate about financial markets and committed to providing clients with high risk-adjusted returns. Sentio has a team of investment professionals with recognised track records and global pedigrees.

Investment Strategy

Sentio Capital Management invests in companies that are undervalued relative to their realistic growth prospects. The investment manager is a bottom-up fundamental investor, which integrates detailed bottom up research (stock and portfolio level) with in-depth quantitative risk management. Sentio Capital Management is able to operate in variable market conditions as it is style-cognisant but not style constrained. Key to the success of the investment manager is that it has a strong focus on risk-adjusted returns over time, rather than a simplistic focus on returns with undue risk.

Fund Fact Sheet

Fund Commentary

Fund Insights

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  • Disclaimer© Amplify 2020

    Amplify Investment Partners (Pty) Ltd is an authorised Financial Services Provider (FSP 712).

    Sanlam Collective Investments (RF) (Pty) Ltd (“SCI”) is a registered and approved Manager in terms of the Collective Investment Schemes Control Act. Collective investment schemes are generally medium- to long-term investments. Past performance is not necessarily a guide to future performance, and the value of investments/units /unit trusts may go down as well as up. A schedule of fees and charges and maximum commissions is available from the Manager on request. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. The Manager does not provide any guarantee with respect to either the capital or the return of a portfolio. The manager has the right to close the portfolio to new investors in order to manage it more efficiently in accordance with its mandate. Income funds derive their income primarily from interest-bearing instruments. The yield is current and is calculated on a daily basis. If the fund holds assets in foreign countries it could be exposed to the following risks regarding potential constraints on liquidity and the repatriation of funds: macro-economic, political, foreign exchange. The Manager retails full legal responsibility for the co-brand portfolio’s. Collective investments are calculated on a net asset value basis, which is the total market value of all assets in the portfolio including any income accruals and less any deductible expenses such as audit fees, brokerage and service fees. Forward pricing is used. Performance is based on NAV to NAV calculations with income reinvestments done on the ex-div date. Performance is calculated for the portfolio and the individual investor performance may differ as a result of initial fees, actual investment date, date of reinvestment and dividend withholding tax.