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Amplify SCI Property Equity Fund  |  South African-Real Estate-General
3.1324    +0.0459    (+1.487%)
NAV price (ZAR) Fri 25 Apr 2025 (change prev day)


 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 41 Rand-denominated South African--Real Estate--General 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 (real estate) 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--Real Estate--General sector based on 3-year volatility (needle right indicates lower risk within the sector)
Risk

Fund Performance
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 14 Aug 2006
Fund Size (ZAR) 739 277 469
Latest Price 313.24
PlexCrowns
Total Expense Ratio (31/12) 1.74%
Minimum InvestmentR2 000
TTM Distribution Yield 3.96%
Fund Objective
The fund aims to provide investors with income and growth over the medium to longer term at medium to high risk, predominantly obtained in the South African listed property market.
Asset Classes and Holdings
chart
 RSA Equity0.00%  
Int Equity0.00%  
 RSA Bonds0.00%  
 Int Bonds0.00%  
 RSA Real Estate95.26%  
 Int Real Estate0.00%  
 RSA Cash4.74%  
 Int Cash0.00%  
Top Holdings as at 31 Mar 2025
SecurityUnitsValue (Rm)% of Fund
GROWPNT 7 485 950 96.9413.72%
REDEFINE 17 878 195 74.7310.58%
RESILIENT 1 067 541 60.708.59%
FORTRESSB 3 187 680 60.128.51%
VUKILE 3 288 950 57.398.13%
EQUITES 3 809 851 53.537.58%
LIGHTPROP 5 308 390 42.155.97%
FTBPROPB 8 832 684 41.515.88%
HYPROP 853 408 35.585.04%
NEPIROCK 262 579 34.804.93%
Totals  557.4578.92%

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