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2.51  /  0.18%

14.3404

NAV (ZAR) on 2024/09/13
NAV (ZAR) on 2024/09/12 14.3153
52 week high on 2024/08/28 14.3749
52 week low on 2023/10/30 13.2159
Total Expense Ratio on 2024/06/30 0.94
Total Expense Ratio (performance fee) on 2024/06/30 0
NAV
Incl Dividends
1 month change 2.05% 2.05%
3 month change 2.62% 6.26%
6 month change 5.08% 8.8%
1 year change 6.86% 14.32%
5 year change 4.31% 9.73%
10 year change 3.4% 8.88%
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 Defensive 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. 119,186 188,850.220 105,146 155,752.770 14,040 33,097.450 0.3875
  Anglo American plc 111,428 642,382.420 95,456 444,023.130 15,972 198,359.290 1.3182
  Anglo American Platinum Ltd. 10,900 65,587.480 6,039 46,409.110 4,861 19,178.370 0.1346
  AngloGold Ashanti plc 113,070 519,861.940 116,720 493,363.770 -3,650 26,498.170 1.0667
  Anheuser-Busch InBev SA/NV 36,267 385,579.860 39,976 462,430.380 -3,709 -76,850.520 0.7912
Total

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  • Fund focus and objective  
This is a stable, low-equity multi-asset class solution for cautious investors with a three year investment horizon. The aim is to provide a reasonable level of income, while preserving your investment in real terms, with lower volatility over the medium to long term. It invests in a combination of equities, money market instruments, bonds, listed property, as well as international equities and fixed interest assets. The solution holds a maximum of 40% in equities (including offshore equities) and is Regulation 28 compliant.

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