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Amplify SCI Wealth Protector Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
16.0890    -0.1639    (-1.008%)
NAV price (ZAR) Fri 6 Mar 2026 (change prev day)


Asset Allocation: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
RSA Equity
3.95% 
27.09% 
23.14% 
Int Equity
-0.45% 
13.50% 
13.95% 
RSA Bonds
-1.16% 
34.34% 
35.50% 
Int Bonds
0.11% 
2.65% 
2.54% 
RSA Real Estate
3.27% 
9.78% 
6.51% 
Int Real Estate
-0.15% 
1.02% 
1.17% 
RSA Cash
-3.74% 
4.55% 
8.29% 
Int Cash
-1.83% 
7.07% 
8.90% 
Asset Allocation: Two Year Quarterly History
Asset Class4Q 20253Q 20252Q 20251Q 20254Q 20243Q 20242Q 20241Q 2024
RSA Equity27.09%23.14%20.72%25.92%28.95%30.94%23.01%22.01%
Int Equity13.50%13.95%14.74%9.47%7.88%6.95%11.58%16.06%
Total Equity40.59%37.09%35.46%35.39%36.83%37.89%34.59%38.07%
RSA Bonds34.34%35.50%38.08%35.18%37.79%36.46%39.17%40.01%
Int Bonds2.65%2.54%3.08%5.33%8.36%8.86%8.36%8.08%
Total Bonds36.99%38.04%41.16%40.51%46.15%45.32%47.53%48.09%
RSA Real Estate9.78%6.51%7.26%4.65%6.14%6.13%3.64%4.02%
Int Real Estate1.02%1.17%1.92%1.57%0.95%0.79%0.39%0.46%
Total Real Estate10.80%7.68%9.18%6.22%7.09%6.92%4.03%4.48%
RSA Cash4.55%8.29%6.81%9.18%7.15%7.03%8.67%3.31%
Int Cash7.07%8.90%7.39%8.70%2.78%2.84%5.18%6.05%
Total Cash11.62%17.19%14.20%17.88%9.93%9.87%13.85%9.36%
Total100.00%100.00%100.00%100.00%100.00%100.00%100.00%100.00%
RSA Total75.76%73.44%72.87%74.93%80.03%80.56%74.49%69.35%
Int Total24.24%26.56%27.13%25.07%19.97%19.44%25.51%30.65%
Top Holdings: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
ABSA0.70% 2.13% 1.43% 
CASH-5.84% 2.75% 8.59% 
FOREIGNEQ-3.71% 0.90% 4.62% 
UK C-0.57% 1.28% 1.85% 
FOREIGNBO1.77% 6.45% 4.69% 
EURO C-1.04% 1.13% 2.17% 
DIPULA B0.23% 1.94% 1.71% 
R2032-0.13% 8.23% 8.36% 
I2031-0.15% 3.04% 3.19% 
FRB390.28% 1.90% 1.62% 
SBT111-0.11% 2.61% 2.71% 
AGT08-0.20% 3.03% 3.23% 
NGT115-0.15% 1.96% 2.11% 
Sectoral Allocation: Quarterly Comparison
 
 
 

 

 

Change
Quarter Ended
Quarter Ended
Banks
1.91% 
6.64% 
4.73% 
Beverages
-0.47% 
0.33% 
0.80% 
Bond
0.42% 
36.15% 
35.73% 
Cash on call
-5.84% 
2.75% 
8.59% 
Chemicals
-0.49% 
0.45% 
0.94% 
Construction
-0.55% 
0.34% 
0.89% 
Construction and Materials
0.06% 
0.24% 
0.18% 
Consumer Services
-0.09% 
0.11% 
0.20% 
Cyclical Goods & Services
-0.63% 
1.15% 
1.78% 
Equities
1.72% 
0.30% 
-1.42% 
Financial Services
-0.15% 
0.42% 
0.57% 
Food Producers
0.17% 
1.14% 
0.97% 
For Currency
-1.82% 
3.27% 
5.09% 
Foreign Invest
-1.96% 
7.35% 
9.31% 
Foreign Property
-0.27% 
2.09% 
2.36% 
Goods & Services
-0.02% 
1.83% 
1.85% 
Industrial Metals and Mining
-0.33% 
1.19% 
1.52% 
Industrial Transportation
0.05% 
1.05% 
1.00% 
Insurance
0.04% 
0.44% 
0.40% 
Investment Banking and Brokerage Services
1.88% 
3.02% 
1.14% 
Life Insurance
0.35% 
1.64% 
1.29% 
Media
-0.20% 
0.67% 
0.87% 
Personal Care, Drug and Grocery Stores
-0.19% 
0.64% 
0.83% 
Personal Goods
0.15% 
0.71% 
0.56% 
Pharmaceuticals and Biotechnology
0.02% 
0.18% 
0.16% 
Precious Metals and Mining
0.93% 
6.13% 
5.20% 
Preference Shares
0.05% 
0.61% 
0.56% 
Real Estate Investment and Services
0.21% 
1.91% 
1.70% 
Real Estate Investment Trusts
2.43% 
7.24% 
4.81% 
Retailers
0.19% 
1.49% 
1.30% 
Software and Computer Services
-0.12% 
1.27% 
1.39% 
Specialist Securities
-0.66% 
0.05% 
0.71% 
Technology
-0.44% 
0.59% 
1.03% 
Telecommunications Service Providers
0.15% 
0.35% 
0.20%