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Amplify SCI SA Wealth Protector Fund | South African–Multi Asset–Low Equity
Reg Compliant
11.6347    -0.0245    (-0.210%)
NAV price (ZAR) Tue 14 Jul 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) 42 011 536
Latest Price 11.63
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/03) 1.34%
Minimum InvestmentR1 000 000
TTM Distribution Yield 5.06%
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 Equities34.94%  
 Foreign Equities0.00%  
 SA Bonds40.74%  
 Foreign Bonds0.00%  
 SA Property14.90%  
 Foreign Property0.00%  
 SA Cash9.42%  
 Foreign Cash0.00%  
Top Holdings as at 31 Mar 2026
SecurityUnitsValue (Rm)% of Fund
R2032 7 000 000 6.8417.20%
SBT111 4 000 000 4.0910.28%
CASH 0 3.629.11%
NGT115 3 500 000 3.578.99%
I2031 1 500 000 1.704.27%
REDEFINE 163 986 0.982.45%
STANBANK 3 062 0.932.34%
FORTRESSB 40 466 0.892.25%
SIRIUS 41 536 0.882.20%
PROSUS 1 051 0.812.03%
Totals  24.3161.13%
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14 Jul11.63-0.02-0.21% 
13 Jul25.94-0.03-0.13% 
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