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Amplify SCI SA Wealth Protector Fund | South African–Multi Asset–Low Equity
Reg Compliant
11.8396    +0.0324    (+0.274%)
NAV price (ZAR) Thu 30 Apr 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) 40 628 102
Latest Price 11.84
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/12) 1.33%
Minimum InvestmentR1 000 000
TTM Distribution Yield 4.03%
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 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%
Recently viewed
30 Apr11.84+0.03+0.27% 
29 Apr95.68+0.64+0.67% 
29 Apr1.47+0.01+0.48% 
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