Amplify Global Equity Fund (USD)

The fund seeks to achieve long-term capital growth by outperforming the MSCI World in USD across market cycles.

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Intelligent impact that matters

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

Benchmark

MSCI World NR (USD)

Time Horizon

Minimum 5+ 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 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 BENCHMARK
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.

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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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24 Feb 2025

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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20 Feb 2025

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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19 Feb 2025

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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18 Feb 2025

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The future of financial advice? Surprisingly human. Uncover how AI can empower advisers to go beyond transactional to build deeper client relationships and deliver profoundly personalised service.

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13 Feb 2025

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Go beyond the balance sheet to see how we build a resilient business that combines a deep understanding of client needs with emotional intelligence and a commitment to adapting to change in investing.

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10 Feb 2025

Part 3: Adaptable Insights: Softening into resilience, with Kate Groch

We call it the ripple effect. Where education creates a chain reaction, empowering individuals, strengthening communities, and building a more resilient future for South Africa. This is its impact.

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06 Feb 2025

Part 2: Adaptable Insights: Softening into resilience, with Kate Groch 

Soften resiliently with Kate Groch. See how the powerful combination of collective energy and a shared sense of vision are transforming education and empowering communities in rural South Africa.

Kate Groch
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04 Feb 2025

Part 1: Adaptable Insights: Softening into resilience, with Kate Groch 

Forget “toughness.” In the rural heart of this country, young people are redefining resilience. Kate Groch shows how embracing “softness” allows them to overcome adversity and create a better future.

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Resilient management builds stronger portfolios

The resilience imperative – How to future-proof your portfolio

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27 Jan 2025

Part 2: Adaptable Insights: The human-tech renaissance, with Stafford Masie 

AI is disrupting EVERYTHING. Stafford Masie explores what that means for the future of productivity, the rise of new job categories, and a digital currency which is set to redefine the global economy.

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23 Jan 2025

Part 1: Adaptable Insights: The human-tech renaissance, with Stafford Masie 

Is technology eroding humanity? Stafford Masie explores the paradox of progress, where relentless advancement fights with our innate needs and desires. Are we losing something essential along the way?