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Amplify SCI Wealth Protector Fund | South African–Multi Asset–Low Equity
Reg Compliant
15.9359    +0.0027    (+0.017%)
NAV price (ZAR) Wed 29 Apr 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 172 Rand-denominated South African--Multi Asset--Low Equity funds over the last three years (needle right indicates above average performance)
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (multi asset) category (needle right indicates a well-diversified fund)
Diversification
<i><b>  Risk</b></i><hr/>This gauge shows the fund's level of historical risk relative to other funds in the South African--Multi Asset--Low Equity sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 15 Aug 2016
Fund Size (ZAR) 9 314 719 170
Latest Price 15.94
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 1.04%
Minimum Investment-
TTM Distribution Yield 4.51%
Fund Objective
Truffle Asset Management combines a disciplined investment process with a rigorous risk management approach to achieve the dual objectives of capital protection and income generation. A multi-asset solution with a cautious risk profile, for investors that have an investment horizon longer than 3-years. The aim is two fold: provide investment protection over a rolling one-year period, and generate income over the medium term at low levels of risk. The solution is Regulation 28 compliant and holds a maximum of 40% in equities (including offshore equities) and may invest in derivatives to achieve its objectives....Read more
Asset Classes and Holdings
Asset Classes
 SA Equities21.00%  
 Foreign Equities11.59%  
 SA Bonds35.12%  
 Foreign Bonds6.48%  
 SA Property10.53%  
 Foreign Property3.27%  
 SA Cash8.78%  
 Foreign Cash3.24%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
CASH 0 759.258.50%
R2032 732 400 000 715.588.01%
FOREIGNBO 0 579.306.48%
AGT08 260 000 000 268.463.00%
I2031 233 400 000 264.292.96%
SBT111 224 300 000 229.212.57%
USA C 0 225.052.52%
FORTRESSB 8 268 907 182.742.05%
NGT115 168 000 000 171.561.92%
REDEFINE 28 049 653 166.901.87%
Totals  3 562.3539.87%
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29 Apr15.94+0.00+0.02% 
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