Amplify SCI* Enhanced Equity Retail Hedge Fund

Can uncertainty be a strength? Professor Richard Calland explores the paradox of resilience in a volatile world, where “I don’t know” unlocks adaptability and a deeper understanding of complexity.

We have a profoundly human-centric approach to investing. We’re building a more resilient future in South Africa through education, empowerment, conservation, and community upliftment from within.

Can profits fuel positive change and real-world impact in South Africa? We’re proving it’s possible by transforming lives, empowering communities, and protecting endangered wildlife like rhinos.

We’re global in reach and diverse in product. It’s how we’re able to guide investors through complex offshore markets, building resilient portfolios for a future where we do well and do good.

We’re redefining responsible investing, proving profit and purpose coexist. We’re empowering communities and delivering client-centric solutions, weaving social responsibility into our very fabric.

The financial world is constantly changing. Don’t just react to the latest trends – anticipate them. Stay ahead through proactive problem-solving to unlock a more resilient financial future.

The specialist fund is aimed at investors with a moderate aggressive risk profile, wanting diversification from general equity shares and capital growth over the medium to long term.
Morningstar data shows that the fund was ranked second in its peer group over three and five years, and first over 10 years.

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Market turmoil can feel like a relentless storm. But when you’re hands-on with active management, you can use that very same storm to amplify your success, even when the world feels upside down.

Two of Amplify Investment Partners unit trusts have reached a 10-year milestone boasting a long-term track record of outperformance. The Amplify SCI* Defensive Balanced Fund and the Amplify SCI* Strategic Income Fund have exemplified and proven Amplify’s strategy of producing exceptional performance through active management by agile, independent managers.

Amplify Investment Partners has launched a new SA flexible equity fund, the latest addition to its growing number of high-performing funds.

Amplify, whose funds are managed by independent boutique managers, has grown assets under management by 580% since 2018 to R53bn with strong performances across its local and global unit trusts, and hedge funds.
Its latest unit trust, the Amplify SCI* SA Flexible Equity Fund, managed by Fairtree Asset Management, aims to outperform inflation by 5% over three to five years. It is a multi-asset flexible equity fund, with SA-only equity exposure of 40% to 80%, aiming to preserve capital at lower risk than a pure equity portfolio.

Opportunities in the equities market are shrinking, resulting in an increased focus on downside protection, said Etienne Roux, analyst at Amplify SCI* Wealth Protector Fund manager, Truffle Asset Management. With the number of companies shrinking, valuations depressed, multiples low, and several big companies no longer on the JSE, liquidity has been significantly reduced.
But the fund’s managers see many great investment opportunities, including government bonds. As loadshedding has improved, there should be a positive effect based on the prior year effect it had in GDP. 50% of the JSE index are SA-focused businesses that have had 10 to 12 years of exceptional trading conditions, so if the country gets a few things right, there will be significant opportunities and a lot of shares that have been overlooked could provide investment opportunities. The fund sees opportunities in companies that are cleaning up or bulking up. There are also new listing opportunities.