Amplify SCI* Defensive Balanced Fund

Consistent, low-risk returns making it ideal for investors seeking stable returns.

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Intelligent impact that matters

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

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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 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 BENCHMARK
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.

Rethink
Rethink

13 Dec 2024

Chapter 4 Part 2: Adaptable Insights: A future of resilient investing, with Nico Janse van Rensburg 

Unlock the secrets of market agility by exploring the world of boutique asset managers. Their flexibility and expertise are essential for navigating volatility and seizing on market opportunities. Hedge funds demystified. Cut through to understand the strategies, risks, and regulations that every investor should understand in this evolving asset class, so you can make informed decisions.

Rethink
Rethink

11 Dec 2024

Chapter 4 Part 1: Adaptable Insights: A future of resilient investing, with Nico Janse van Rensburg

Hedge funds demystified. Cut through to understand the strategies, risks, and regulations that every investor should understand in this evolving asset class, so you can make informed decisions.

Rethink
Rethink

09 Dec 2024

Part 3: Adaptable Insights: The resilience paradox, with Professor Richard Calland 

Forged in the fires of South Africa’s struggles, resilience runs deep in its people and institutions. Professor Richard Calland shares his personal journey and powerful lessons in facing uncertainty.

Rethink
Rethink

05 Dec 2024

Part 2: Adaptable Insights: The resilience paradox, with Professor Richard Calland 

True leadership is defined by humility and self-awareness. Professor Richard Calland reveals the power of agility and purpose in navigating complexity to discover the path to a resilient future.

Rethink
Rethink

03 Dec 2024

Part 1: Adaptable Insights: The resilience paradox, with Professor Richard Calland 

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.

Rethink
Rethink

28 Nov 2024

Chapter 3 Part 2: Adaptable Insights: The power of purpose-driven investing, with Nico Janse van Rensburg 

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.

Rethink
Rethink

21 Nov 2024

Chapter 3 Part 1: Adaptable Insights: The power of purpose-driven investing, with Nico Janse van Rensburg

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.

Rethink
Rethink

19 Nov 2024

Chapter 2 Part 2: Adaptable Insights: Doing well by doing good explained, with Nico Janse van Rensburg

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.

Rethink
Rethink

13 Nov 2024

Chapter 2 Part 1: Adaptable Insights: Doing well by doing good explained, with Nico Janse van Rensburg 

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.

Rethink
Rethink

06 Nov 2024

Part 3: Adaptable Insights: Proactively resilient problem-solving, with Nico Janse van Rensburg

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.

Invest
Invest

04 Nov 2024

New property fund builds on Amplify’s growing success

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.

Rethink
Rethink

04 Nov 2024

Part 2: Adaptable Insights: Resilient relationships, with Nico Janse van Rensburg 

In finance, resilience is often measured in numbers. But what if true resilience was about more than that? The human element of empathy can be invaluable in navigating life’s financial challenges.