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Amplify SCI Active Equity Retail Hedge Fund  |  South African–Long Short Equity–Long Bias Equity
17.3015    -0.0319    (-0.184%)
NAV price (ZAR) Fri 9 Jan 2026 (change prev day)
 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 72 Rand-denominated South African--Long Short Equity--Long Bias 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 South African--Hedge Fund--Unclassified 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 (long short equity) 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--Long Short Equity--Long Bias Equity sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk
Fund 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 Nov 2024
Fund Size (ZAR) 778 766 940
Latest Price 17.30
PlexCrowns
Total Expense Ratio (30/06) 1.38%
Minimum Investment-
TTM Distribution Yield -
Retail or QI Fund Retail
Strategy -
Gross Leverage -
Win Loss Ratio -
Long Short Ratio -
Correlation -
Fund Objective
The portfolio aims to grow investor's capital in real terms over the long-term and earn outsized returns through the recognition of short to medium term opportunities. This will be achieved by employing a variety of long/short investment strategies in predominantly listed equity and equity-related securities to generate returns in excess of cash.
Asset Classes and Holdings
Asset Classes
 SA Equities67.37%  
 Foreign Equities20.47%  
 SA Bonds5.50%  
 Foreign Bonds0.00%  
 SA Property0.18%  
 Foreign Property0.00%  
 SA Cash2.75%  
 Foreign Cash3.73%  
Top Holdings
 
Holdings data for this fund is not available.
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9 Jan17.30-0.03-0.18% 
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