Not logged in
  
 
Home
 
 Marriott's Living Annuity Portfolios 
 Create
Portfolio
 
 View
Funds
 
 Compare
Funds
 
 Rank
Funds
 
Login
E-mail     Print
Amplify SCI Equity Fund  |  South African-Equity-General
163.4552    -0.1515    (-0.093%)
NAV price (ZAR) Wed 7 Jan 2026 (change prev day)


 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 114 Rand-denominated South African--Equity--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 (equity) 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--Equity--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 21 Oct 2020
Fund Size (ZAR) 1 252 938 263
Latest Price 16 174.59
PlexCrowns
Total Expense Ratio (30/09) 1.51%
Minimum InvestmentR1 000 000
TTM Distribution Yield 2.21%
Fund Objective
To establish an intrinsic value, Oyster Catcher Investments following a meticulous investment process centred around a valuation-based philosophy using bottom-up research. This is an actively managed equity strategy diversified across all sectors on the JSE and is applicable to aggressive investors who have a time horizon greater than 5 years. It seeks to deliver consistent market-beating returns over the long term by investing in a combination of various companies and sectors, that are undervalued relative to their realistic growth prospects. This strategy diversifies across a number of sectors and shares on the JSE and is not constrained by Regulation 28.
...Read more
Asset Classes and Holdings
chart
 RSA Equity97.67%  
Int Equity0.00%  
 RSA Bonds0.00%  
 Int Bonds0.00%  
 RSA Real Estate0.85%  
 Int Real Estate0.00%  
 RSA Cash1.48%  
 Int Cash0.00%  
Top Holdings as at 30 Sep 2025
SecurityUnitsValue (Rm)% of Fund
NASPERS-N 17 290 108.1410.92%
GFIELDS 122 510 89.329.02%
FIRSTRAND 682 259 52.985.35%
VALTERRA 37 737 46.624.71%
PROSUS 36 162 43.784.42%
DERIVATIV 0 43.044.35%
ANGGOLD 35 379 42.934.34%
MTN GROUP 246 961 35.813.62%
ABSA 189 345 34.293.46%
STANBANK 144 700 34.213.45%
Totals  531.1353.64%