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3.73  /  0.2%

19.0342

NAV (ZAR) on 2024/09/13
NAV (ZAR) on 2024/09/12 18.9969
52 week high on 2024/09/13 19.0342
52 week low on 2023/10/30 17.0102
Total Expense Ratio on 2024/06/30 1.23
Total Expense Ratio (performance fee) on 2024/06/30 0
NAV
Incl Dividends
1 month change 4.88% 4.88%
3 month change 8.04% 10.99%
6 month change 10.88% 13.91%
1 year change 8.4% 14.48%
5 year change 7.64% 12.43%
10 year change 5.26% 8.54%
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 Flexible Equity 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. 1,553,514 2,461,542.930 1,225,000 1,814,592.500 328,514 646,950.430 4.7440
  Anglo American plc 35,000 201,775.000 35,000 162,806.000 0 38,969.000 0.3889
  African Rainbow Capital Investments Ltd. 8,200,000 565,800.000 8,200,000 410,820.000 0 154,980.000 1.0904
  Adcock Ingram Holdings Ltd. 90,000 54,090.000 0 0.000 90,000 54,090.000 0.1042
  Anglo American Platinum Ltd. 15,000 90,258.000 0 0.000 15,000 90,258.000 0.1739
Total

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  • Fund focus and objective  
This is an actively managed flexible asset allocation solution for moderate aggressive investors with an investment horizon greater than 5 years. The aim is to deliver equity-like returns at lower levels of risk due to it's sound risk management framework. It will typically have a high allocation to growth assets, but will make extensive use of various hedging strategies (such as derivatives) to limit some of the downside risk associated with high equity allocations. The solution diversifies across other asset classes such as equity, property, cash and bonds to protect against potential market downturns.

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