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Amplify SCI SA Wealth Protector Fund | South African–Multi Asset–Low Equity
Reg Compliant
11.6621    -0.1256    (-1.066%)
NAV price (ZAR) Wed 11 Mar 2026 (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) 40 009 764
Latest Price 11.66
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 1.33%
Minimum InvestmentR1 000 000
TTM Distribution Yield 4.09%
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 Equities39.35%  
 Foreign Equities0.00%  
 SA Bonds42.32%  
 Foreign Bonds0.00%  
 SA Property15.30%  
 Foreign Property0.00%  
 SA Cash3.03%  
 Foreign Cash0.00%  
Top Holdings as at 31 Dec 2025
SecurityUnitsValue (Rm)% of Fund
NGT112 4 000 000 4.139.91%
SBT111 4 000 000 4.079.78%
NGT115 3 500 000 3.588.60%
FRB34 2 000 000 2.095.01%
SBT109 2 000 000 2.085.00%
R2032 1 600 000 1.684.03%
CASH 0 1.263.03%
ABSA 5 223 1.253.00%
DIPULA B 147 915 1.002.40%
FTBPROPB 138 236 0.992.38%
Totals  22.1253.13%
Recently viewed
11 Mar11.66-0.13-1.07% 
11 Mar1.35+0.00+0.16% 
11 Mar13.32-0.01-0.04% 
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