Amplify SCI Balanced Fund

Fund Performance

As of 31 March 2025

{"dataCategories":["Rolling 12 months","Annualised return
since inception"],"title":"Fund Performance (Net of fees)", "data":[{"title":"Fund","value":["14.8%","9.1%"]},{"title":"Benchmark","value":["12.5%","7.1%"]}]}

{"dateLine":"","dataCategories":[],"title":"","data":[{"title":"Fund","value":["0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0"]},{"title":"South African MA High Equity","value":["0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0","0"]}]}

Risk-return scatter-plot

As of 31 March 2025

{"title":"Risk-return scatter-plot (since inception, Aug 2008)","xLabel":"Standard Deviation","xLabelMin":"Std Dev","yLabel":"CAGR","data":[{"name":"Laurium Aggressive","data":[["15.9%","15.3%"]]},{"name":"Cash","data":[["0.3%","6.3%"]]},{"name":"Inflation","data":[["1.4%","4.7%"]]},{"name":"Equity","data":[["13.6%","9.8%"]]}]}

CAGR

Compound annual growth rate

Standard Deviation

Measures the absolute variability of a distribution; the higher the dispersion or variability, the greater is the standard deviation and greater will be the magnitude of the deviation of the value from their mean.

Cash (STeFI)

The STeFI (Alexander Forbes Short Term Fixed Interest Index) is a recognised benchmark of the returns earned in the South African money market.

Inflation (CPI)

The monthly change in the SA consumer price index (CPI)

Equity (JALSH TR)

JSE FTSE ALL SHARE INDEX

Top 10 Fund Holdings (% of fund)

As of 31 March 2025

Prosus NV

6.8%
iShares Russell 1000 Value ETF

4.0%
FirstRand Ltd

3.7%
Republic of South Africa 8.750% 01/31/44 SR:2044

3.4%
Anglogold Ashanti PLC

3.2%
Republic of South Africa 7.000% 02/28/31 SR:R213

3.0%
S&P500 Index Futures

2.8%
iShares Core MSCI World UCITS

2.6%
US Treasury N/B 3.875% 08/15/33

2.6%
SPDR MSCI ACWI UCITS ETF

2.6%

Asset Allocation

As of 31 March 2025

{"dateTitle":"Asset Allocation","title":"June 2023","data":[{"title":"SA Equity","value":"41.2%"},{"title":"Foreign Equity","value":"21.0%"},{"title":"SA Bonds","value":"20.2%"},{"title":"Foreign Bonds","value":"6.5%"},{"title":"SA Cash","value":"5.4%"},{"title":"Africa Bonds","value":"3.9%"},{"title":"SA Property","value":"1.7%"},{"title":"Africa Equity","value":"0.0%"}]}

SA Equity

41.2%
Foreign Equity

21.0%
SA Bonds

20.2%
Foreign Bonds

6.5%
SA Cash

5.4%
Africa Bonds

3.9%
SA Property

1.7%
Africa Equity

0.0%

Sector Allocation (% of SA Equity Holdings)

As of 31 March 2025

Sector Allocation

Net

Long

Short
{{sector-01-label}}

{{sector-01-net}}

{{sector-01-long}}

{{sector-01-short}}
{{sector-02-label}}

{{sector-02-net}}

{{sector-02-long}}

{{sector-02-short}}
{{sector-03-label}}

{{sector-03-net}}

{{sector-03-long}}

{{sector-03-short}}
{{sector-04-label}}

{{sector-04-net}}

{{sector-04-long}}

{{sector-04-short}}
{{sector-05-label}}

{{sector-05-net}}

{{sector-05-long}}

{{sector-05-short}}
{{sector-06-label}}

{{sector-06-net}}

{{sector-06-long}}

{{sector-06-short}}
{{sector-07-label}}

{{sector-07-net}}

{{sector-07-long}}

{{sector-07-short}}
{{sector-08-label}}

{{sector-08-net}}

{{sector-08-long}}

{{sector-09-short}}
{{sector-09-label}}

{{sector-09-net}}

{{sector-09-long}}

{{sector-09-short}}
{{sector-10-label}}

{{sector-10-net}}

{{sector-10-long}}

{{sector-10-short}}
{{sector-11-label}}

{{sector-11-net}}

{{sector-11-long}}

{{sector-11-short}}
{{sector-12-label}}

{{sector-12-net}}

{{sector-12-long}}

{{sector-12-short}}
{{sector-13-label}}

{{sector-13-net}}

{{sector-13-long}}

{{sector-13-short}}

AMPLIFY SCI BALANCED FUND

Fund Details

Fund Facts

Fund Performance

Risk-return scatter-plot

Top 10 Fund Holdings (% of fund)

Asset Allocation

Sector Allocation (% of SA Equity Holdings)