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Amplify SCI Wealth Protector Fund | South African–Multi Asset–Low Equity
Reg Compliant
16.0166    -0.0367    (-0.229%)
NAV price (ZAR) Thu 13 Aug 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) 9 867 901 384
Latest Price 16.02
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio (31/03) 1.04%
Minimum Investment-
TTM Distribution Yield 4.08%
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 Equities20.90%  
 Foreign Equities12.10%  
 SA Bonds36.12%  
 Foreign Bonds5.72%  
 SA Property11.06%  
 Foreign Property2.84%  
 SA Cash7.44%  
 Foreign Cash3.82%  
Top Holdings as at 30 Jun 2026
SecurityUnitsValue (Rm)% of Fund
R2032 1 051 200 000 1 084.7211.14%
CASH 0 659.616.77%
FOREIGNBO 0 466.454.79%
I2031 233 400 000 276.912.84%
AGT08 260 000 000 268.252.75%
SBT111 224 300 000 228.822.35%
REDEFINE 29 747 043 190.381.95%
NGT115 168 000 000 176.131.81%
FRB39 161 000 000 165.431.70%
NEPIROCK 1 022 087 149.711.54%
Totals  3 666.4137.64%
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13 Aug16.02-0.04-0.23% 
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