Amplify SCI* Defensive Balanced Fund

Consistent, low-risk returns making it ideal for investors seeking stable returns.

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Fund Summary

Consistent, low-risk returns making it ideal for investors seeking stable returns.

Risk Profile

Cautious

Solution Launch Date

01 September 2014

Fund Classification

(ASISA) South African MA Low Equity

Fund Size

ZAR 5,262.6 million

Benchmark

Peer average of (ASISA) South African MA Low Equity

Time Horizon

Minimum 3 years

Fund Snapshot

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Fund Commentary

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Performance

Investment growth since inception

The investment performance is for illustrative purposes only and is calculated by taking the actual initial fees and all ongoing fees into account for the amount shown. Income is reinvested on the reinvestment date.

Annualised Returns Fund Benchmark
1 year 13.7 13.42
3 year 9.79 8.76
5 year 10.21 8.59
10 year 8.87 7.21
Since inception 8.95 7.22
Highest and Lowest Annual Returns over 10 years
FUND BENCHMARK
Highest Annual % 22.41 17.26
Lowest Annual % -4.56 -3.1

Updated: 2024-11-30

Asset allocation (%)

Source: Morningstar

Updated: 2024-09-30

Literature & Factsheets

Fund Manager

Matrix Fund Managers is a diversified fund manager with a highly skilled team boasting extensive experience.

Rethink
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13 Dec 2024

Chapter 4 Part 2: Adaptable Insights: A future of resilient investing, with Nico Janse van Rensburg 

Unlock the secrets of market agility by exploring the world of boutique asset managers. Their flexib...

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Rethink

11 Dec 2024

Chapter 4 Part 1: Adaptable Insights: A future of resilient investing, with Nico Janse van Rensburg

Hedge funds demystified. Cut through to understand the strategies, risks, and regulations that every...

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Rethink

09 Dec 2024

Part 3: Adaptable Insights: The resilience paradox, with Professor Richard Calland 

Forged in the fires of South Africa’s struggles, resilience runs deep in its people and institutions...