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Amplify SCI Equity Fund  |  South African-Equity-General
135.6138    +1.9043    (+1.424%)
NAV price (ZAR) Mon 30 Jun 2025 (change prev day)


 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 117 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) 821 332 386
Latest Price 13 561.38
PlexCrowns
Total Expense Ratio (31/03) 1.52%
Minimum InvestmentR1 000 000
TTM Distribution Yield 0.77%
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 Equity96.14%  
Int Equity0.00%  
 RSA Bonds0.00%  
 Int Bonds0.00%  
 RSA Real Estate1.95%  
 Int Real Estate0.00%  
 RSA Cash1.90%  
 Int Cash0.00%  
Top Holdings as at 31 Mar 2025
SecurityUnitsValue (Rm)% of Fund
PROSUS 75 347 63.418.62%
GFIELDS 117 573 47.676.48%
NASPERS-N 10 290 46.496.32%
FIRSTRAND 634 879 45.616.20%
STANBANK 186 062 44.556.06%
ANGGOLD 44 779 30.764.18%
ABSA 145 702 25.793.51%
AB INBEV 22 771 25.743.50%
SANLAM 301 163 24.923.39%
MTN GROUP 197 261 24.313.31%
Totals  379.2451.57%

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