Amplify SCI* Balanced Fund
A strategy that delivers long term capital growth through strong upside capture of the market.
Fund Summary
A strategy that delivers long term capital growth through strong upside capture of the market.
Risk Profile
Moderate
Solution Launch Date
06 March 2020
Fund Classification
(ASISA) South African MA High Equity
Fund Size
ZAR 4,116.9 million
Benchmark
Peer average of (ASISA) South African MA High Equity
Time Horizon
Minimum 5 years
Fund Snapshot
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 | 14.95 | 15.19 |
3 year | 9.9 | 9.31 |
Since inception | 16.32 | 14.12 |
Highest and Lowest Annual Returns over 10 years | |||
---|---|---|---|
FUND | BENCH |
||
Highest Annual % | 42.78 | 30.65 | |
Lowest Annual % | 1.81 | -0.17 |
Updated: 2024-11-30
Asset allocation (%)
Source: Morningstar
Updated: 2024-09-30
Literature & Factsheets
Fund Manager
Laurium Capital is an independent asset manager with a distinctly differentiated skills set and approach that takes advantage of special situations and trading opportunities.
Fund Commentary
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