AMPLIFY SCI BALANCED FUND

As of 30 April 2024

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 is managed to comply with regulations governing retirement fund investments (Regulation 28).

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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
R3960.4m

Fund Performance

As of 30 April 2024
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Top 10 Fund Holdings (% of fund)

As of 30 April 2024
  • Laurium Global Equity Fund
    13.2%
  • PROSUS NV
    7.0%
  • ISHARES RUSSELL 1000 VALUE E
    5.3%
  • LAURIUM GLOBAL ACTI EQ-LGAE7
    4.5%
  • Laurium Africa Bond USD Fund
    4.4%
  • REPUBLIC OF SOUTH AFRICA 8.000% 01/31/30 SR:2030
    4.1%
  • FIRSTRAND LTD
    3.1%
  • REPUBLIC OF SOUTH AFRICA 7.000% 02/28/31 SR:R213
    2.9%
  • REPUBLIC OF SOUTH AFRICA 8.875% 02/28/35 SR:2035
    2.8%
  • ABSA GROUP LTD
    2.8%