Why is the downgrade important?

Finding opportunity beyond market consensus

Market volatility can create opportunities where quality companies trade below their long-term value. The Amplify SCI Global Stock Feeder Fund seeks to identify these opportunities through a disciplined, research-driven investment approach.

Sub-advised by Dodge & Cox, the fund invests in undervalued global companies with strong long-term potential, aiming to deliver capital growth and income through global diversification and long-term investing.

Capital preservation: the anchor for long-term global growth

In volatile and uncertain markets, preserving capital is fundamental to achieving long-term investment outcomes. The Amplify SCI Global Flexible Feeder Fund adopts a holistic approach that seeks opportunities for growth while managing risk, with a strong focus on capital preservation and sustainable real returns.

Sub-advised by Troy Asset Management (UK), the strategy combines disciplined decision-making with rigorous research to invest in resilient global businesses, while maintaining the flexibility to allocate to defensive assets when market conditions require. The objective is simple: help investors meet their long-term goals and objectives through investment excellence and consistent risk management.

Finding opportunity beyond market consensus

In volatile and uncertain markets, short-term sentiment can often create a disconnect between share prices and underlying business value. For investors focused on long-term outcomes, these market dislocations can present compelling opportunities.

The Amplify SCI Global Stock Feeder Fund is designed to identify these opportunities through a disciplined, research-driven investment approach. Sub-advised by Dodge & Cox, the strategy focuses on fundamentally strong companies trading below their long-term value potential, while maintaining broad global diversification.

With a minimum five-year investment horizon, the fund seeks to deliver long-term capital growth and income by looking beyond market noise and investing with conviction where others see uncertainty.

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.

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.

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.

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.

 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.

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.

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.

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.

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