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0.54  /  0.33%

1.6190

NAV (ZAR) on 2024/09/13
NAV (ZAR) on 2024/09/12 1.6136
52 week high on 2024/08/29 1.6422
52 week low on 2023/10/30 1.4291
Total Expense Ratio on 2024/06/30 1.16
Total Expense Ratio (performance fee) on 2024/06/30 0
NAV
Incl Dividends
1 month change 1.95% 1.95%
3 month change 2.94% 5%
6 month change 6.94% 9.07%
1 year change 8.84% 12.89%
5 year change 0% 0%
10 year change 0% 0%
Price data is updated once a day.
Unit trust and ETF performances for periods greater than 12 months are annualised.

Here is a list of JSE shares held in this Unit Trust. These tables reflect changes in holdings over two quarters, but do not show where a fund has completely sold a holding during the latest quarter.

Amplify SCI Balanced Fund

Fund managed by Sanlam Collective Investments
Holdings Jun 2024 Mar 2024 Unit change Value change (R'000s) % of Fund
# Units Value (R'000s) # Units Value (R'000s)
  Absa Group Ltd. 660,953 1,047,280.030 768,273 1,138,042.790 -107,320 -90,762.760 2.6443
  Anglo American plc 156,044 899,593.660 223,215 1,038,306.890 -67,171 -138,713.230 2.2714
  Anglo American Platinum Ltd. 18,128 109,079.800 15,331 117,817.200 2,797 -8,737.400 0.2754
  AngloGold Ashanti plc 169,772 780,560.720 178,665 755,199.090 -8,893 25,361.630 1.9709
  Anheuser-Busch InBev SA/NV 44,822 476,534.060 47,998 555,226.460 -3,176 -78,692.400 1.2032
Total

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  • Fund focus and objective  
Laurium Capital invest in a diversified range of local and foreign asset classes, including equity, fixed interest, bond, money market and property markets. Through fundamental bottom-up research with a value bias, they are able to generate a moderate portfolio.
A multi-asset, high-equity solution with a moderate risk profile for investors with a 5- year investment horizon. It aims to deliver long-term investment growth over time for investors by investing in a balanced manner across a broad range of asset classes such as equities, money market instruments, bonds, listed property, as well as international equities and fixed interest assets. The solution holds a maximum of 75% in equities (including offshore equities) and is Regulation 28 compliant.

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