Not logged in Login 
 Home 
 Managers 
 Funds 
 Charting 
 Ebook 
 Admin   Login  
  Alert me on this fund
  Add fund to active Watchlist
     
Amplify SCI SA Wealth Protector Fund | South African–Multi Asset–Low Equity
Reg Compliant
11.3789    -0.1187    (-1.032%)
NAV price (ZAR) Fri 14 Nov 2025 (change prev day)
 
Snapshot
Insufficient history to show 3 year performance<br>Fund started on 1 Apr 2025
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (multi asset) category (needle right indicates a well-diversified fund)
Diversification
Insufficient history to calculate risk.<br>Fund started on 1 Apr 2025
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 1 Apr 2025
Fund Size (ZAR) 40 614 334
Latest Price 11.38
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 1.35%
Minimum InvestmentR1 000 000
TTM Distribution Yield 1.44%
Fund Objective
A South African multi-asset solution for investors that have an investment horizon longer than 3-years. The aim is two fold: provide investment protection over a rolling one-year period, and generate income over the 2-4 years medium term at low levels of risk. The solution is Regulation 28 compliant and holds a maximum of 40% in equities and may invest in derivatives to achieve its objectives.
Asset Classes and Holdings
Asset Classes
 SA Equities33.68%  
 Foreign Equities0.00%  
 SA Bonds51.83%  
 Foreign Bonds0.00%  
 SA Property11.00%  
 Foreign Property0.00%  
 SA Cash3.49%  
 Foreign Cash0.00%  
Top Holdings as at 30 Sep 2025
SecurityUnitsValue (Rm)% of Fund
R2032 4 950 000 4.8912.17%
NGT112 4 000 000 4.1410.30%
SBT111 4 000 000 4.0710.14%
NGT115 3 500 000 3.588.91%
FRB34 2 000 000 2.085.18%
SBT109 2 000 000 2.065.13%
CASH 0 1.403.49%
FORTRESSB 41 206 0.952.37%
ABSA 4 862 0.882.19%
GFIELDS 1 148 0.842.08%
Totals  24.8961.97%
Recently viewed
14 Nov11.38-0.12-1.03% 
14 Nov4.38-0.03-0.74% 
Watchlists
Portfolios