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Amplify SCI Wealth Protector Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
15.9920    +0.1193    (+0.752%)
NAV price (ZAR) Tue 10 Mar 2026 (change prev day)


 
Snapshot
<i><b>  Performance</b></i><hr/>This gauge shows the decile position of the fund against 145 Rand-denominated South African--Multi Asset--Low Equity 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 (multi asset) 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--Multi Asset--Low Equity 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 15 Aug 2016
Fund Size (ZAR) 8 915 208 917
Latest Price 1 599.20
PlexCrowns
Total Expense Ratio (31/12) 1.04%
Minimum Investment-
TTM Distribution Yield 4.60%
Fund Objective
Truffle Asset Management combines a disciplined investment process with a rigorous risk management approach to achieve the dual objectives of capital protection and income generation. A multi-asset solution with a cautious risk profile, for investors that have an investment horizon longer than 3-years. The aim is two fold: provide investment protection over a rolling one-year period, and generate income over the medium term at low levels of risk. The solution is Regulation 28 compliant and holds a maximum of 40% in equities (including offshore equities) and may invest in derivatives to achieve its objectives....Read more
Asset Classes and Holdings
chart
 RSA Equity27.09%  
Int Equity13.50%  
 RSA Bonds34.34%  
 Int Bonds2.65%  
 RSA Real Estate9.78%  
 Int Real Estate1.02%  
 RSA Cash4.55%  
 Int Cash7.07%  
Top Holdings as at 31 Dec 2025
SecurityUnitsValue (Rm)% of Fund
R2032 687 900 000 720.418.23%
FOREIGNBO 0 564.986.45%
I2031 233 400 000 266.153.04%
AGT08 260 000 000 264.953.03%
CASH 0 240.682.75%
SBT111 224 300 000 228.172.61%
ABSA 779 108 186.492.13%
NGT115 168 000 000 171.761.96%
DIPULA B 25 218 824 169.971.94%
FRB39 161 000 000 165.991.90%
Totals  2 979.5534.03%

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