Amplify Global Equity Fund (USD)
The fund seeks to achieve long-term capital growth by outperforming the MSCI World in USD across market cycles.
Fund Summary
The fund seeks to achieve long-term capital growth by outperforming the MSCI World in USD across market cycles.
Risk Profile
Aggressive
Solution Launch Date
17 May 2023
Fund Classification
Global Large-Cap Blend Equity
Fund Size
USD 371.6 million
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 | 14.27 | 27.83 |
| 3 year | 4.48 | 8.79 |
| 5 year | 11.91 | 12.42 |
| 10 year | 10.6 | 10.06 |
| Since inception | 8.94 | 5.34 |
| Highest and Lowest Annual Returns over 10 years | |||
|---|---|---|---|
| FUND | BENCH |
||
| Highest Annual % | 52.76 | 54.3 | |
| Lowest Annual % | -38.7 | -47.12 | |
Updated: 2024-11-30
Asset allocation (%)
Source: Morningstar
Updated: 2024-12-31
Literature & Factsheets
Fund Manager
An independent, employee-owned global investment Manager dedicated to high conviction, sustainable growth investing over 60 years with a successful long-term track record of outperformance while taking lower risk.
INSIGHTS
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26 Feb 2025
Part 3: Adaptable Insights: The power of one day at a time, with Joey Evans
From meticulous preparation to marking every win, Joey Evans reveals the practical steps and unwavering determination that fuelled his incredible journey from paralysis to achieving the extraordinary.
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Part 2: Adaptable Insights: The power of one day at a time, with Joey Evans
The road to resilience is rarely smooth. Joey Evans shares how he faced setbacks, embraced the darkness, and discovered the power of mindset and connection in his pursuit of the Dakar dream.
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Navigate Complexities with Wade Witbooi
New funds, conservation commitments, and expert insights. Amplify’s Head, Wade Witbooi, offers a comprehensive market outlook for 2025, revealing the strategies for navigating the year ahead
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Part 1: Adaptable Insights: The power of one day at a time, with Joey Evans
A devastating accident left Joey Evans paralysed and facing a future of uncertainty. Discover how he found the strength to not only walk again, but to conquer the Dakar Rally, one day at a time.
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Chapter 4 Part 3: Adaptable Insights: A future of resilient investing, with Nico Janse van Rensburg
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Part 3: Adaptable Insights: Softening into resilience, with Kate Groch
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Part 2: Adaptable Insights: Softening into resilience, with Kate Groch
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Part 1: Adaptable Insights: Softening into resilience, with Kate Groch
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Fund Commentary
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