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Amplify SCI SA Wealth Protector Fund | South African–Multi Asset–Low Equity
Reg Compliant
11.7045    +0.0157    (+0.134%)
NAV price (ZAR) Fri 11 Sep 2026 (change prev day)
 
Snapshot
Insufficient history to show 3 year performance<br>Fund started on 1 Apr 2025
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
Insufficient history to calculate risk.<br>Fund started on 1 Apr 2025
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 1 Apr 2025
Fund Size (ZAR) 41 359 677
Latest Price 11.70
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (30/06) 1.37%
Minimum InvestmentR1 000 000
TTM Distribution Yield 5.03%
Fund Objective
A South African multi-asset solution 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 2-4 years medium term at low levels of risk. The solution is Regulation 28 compliant and holds a maximum of 40% in equities and may invest in derivatives to achieve its objectives.
Asset Classes and Holdings
Asset Classes
 SA Equities31.01%  
 Foreign Equities0.00%  
 SA Bonds43.38%  
 Foreign Bonds0.00%  
 SA Property15.82%  
 Foreign Property0.00%  
 SA Cash9.80%  
 Foreign Cash0.00%  
Top Holdings as at 30 Jun 2026
SecurityUnitsValue (Rm)% of Fund
R2032 7 600 000 7.8419.14%
SBT111 4 000 000 4.089.96%
CASH 0 4.029.80%
NGT115 3 500 000 3.678.96%
I2031 1 500 000 1.784.34%
REDEFINE 163 986 1.052.56%
FIRSTRAND 9 219 0.902.19%
SIRIUS 41 536 0.872.12%
NEPIROCK 5 669 0.832.03%
STANBANK 2 169 0.701.71%
Totals  25.7362.81%
Recently viewed
11 Sep11.70+0.02+0.13% 
11 Sep29.36-0.51-1.70% 
11 Sep35.32-0.01-0.02% 
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