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Amplify SCI Wealth Protector Fund  |  South African-Multi Asset-Low Equity
Reg Compliant
16.0422    +0.0206    (+0.129%)
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 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) 8 634 299 923
Latest Price 1 600.19
PlexCrowns
Total Expense Ratio (30/06) 1.04%
Minimum Investment-
TTM Distribution Yield 4.59%
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 Equity23.14%  
Int Equity13.95%  
 RSA Bonds35.50%  
 Int Bonds2.54%  
 RSA Real Estate6.51%  
 Int Real Estate1.17%  
 RSA Cash8.29%  
 Int Cash8.90%  
Top Holdings as at 30 Sep 2025
SecurityUnitsValue (Rm)% of Fund
CASH 0 698.298.59%
R2032 687 900 000 679.108.36%
FOREIGNBO 0 380.774.69%
FOREIGNEQ 0 375.184.62%
AGT08 260 000 000 262.293.23%
I2031 233 400 000 259.473.19%
SBT111 216 500 000 220.492.71%
EURO C 0 176.352.17%
NGT115 168 000 000 171.872.11%
UK C 0 150.241.85%
Totals  3 374.0441.52%

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