Amplify SCI* Defensive Balanced Fund
Consistent, low-risk returns making it ideal for investors seeking stable returns.
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
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 | BENCH |
||
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.
Fund Commentary
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