AMPLIFY SCI BALANCED FUND

As of 31 December 2023

Fund Details

The Amplify SCI Balanced Fund is well suited for investors saving towards retirement.

It aims to deliver long-term investment growth over time by investing in a balanced manner across a diversified range of local and foreign asset classes.

The Fund complies with the South African retirement regulations and the SARB offshore limits.

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*Minimum Disclosure Document PDF

Fund Facts

Benchmark
Peer average South African Multi Asset High Equity
Risk Profile
Moderate
ASISA Category
South African - Multi Asset - High Equity
Fund Inception Date
08 December 2015
Fund size
R4002.8m

Fund Performance

As of 31 December 2023
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Top 10 Fund Holdings (% of fund)

As of 31 December 2023
  • Laurium Global Equity Fund
    12.4%
  • PROSUS
    5.9%
  • ISHARES RUSSELL 1000 VALUE
    4.9%
  • Laurium Africa Bond USD Fund
    4.1%
  • LAURIUM GL ACTIVE EQ
    4.1%
  • REPUBLIC OF SOUTH AFRICA 10.500% 12/21/26 SR:R186
    3.5%
  • ABSA GROUP LTD
    3.1%
  • REPUBLIC OF SOUTH AFRICA 7.000% 02/28/31 SR:R213
    3.0%
  • REPUBLIC OF SOUTH AFRICA 8.875% 02/28/35 SR:2035
    2.9%
  • US TREASURY N/B 3.875% 08/15/33
    2.7%