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Amplify SCI SA Wealth Protector Fund | South African–Multi Asset–Low Equity
Reg Compliant
11.6461    -0.0089    (-0.076%)
NAV price (ZAR) Fri 23 Oct 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) 42 632 427
Latest Price 11.65
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 1.37%
Minimum InvestmentR1 000 000
TTM Distribution Yield 5.05%
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 Equities25.45%  
 Foreign Equities0.00%  
 SA Bonds41.62%  
 Foreign Bonds0.00%  
 SA Property6.45%  
 Foreign Property0.00%  
 SA Cash26.47%  
 Foreign Cash0.00%  
Top Holdings as at 30 Sep 2026
SecurityUnitsValue (Rm)% of Fund
CASH 0 5.8113.71%
SBT111 4 000 000 4.129.72%
FUTURES M 0 4.019.45%
NGT115 3 500 000 3.678.66%
R2032 2 900 000 2.876.76%
FRB38 2 000 000 2.084.90%
R2037 2 000 000 1.964.63%
I2031 1 250 000 1.473.47%
MONEYMARK 0 1.403.31%
SIRIUS 46 705 0.902.11%
Totals  28.2966.73%
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23 Oct11.65-0.01-0.08% 
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