- The fund is managed in accordance with Regulation 28 making it ideal for inclusion in a retirement fund.
- The fund has a medium equity content enabling investors to capture the risk premium inherent in equities.
- The fund is appropriate for medium- to long-term investment horizons with a reasonable tolerance for risk.
- The fund has the ability to switch asset allocation to less risky assets in the income-generating space.
- By investing in a single fund that diversifies across all major South African asset classes, investors outsource the difficult decision on how much and when to invest in various asset classes.
- Investment Objective is CPI + 4% annualised net return measured over rolling 3-year periods.
A South Africa-focused fund aimed at superior returns through moderate equity allocation
This is an SA-only medium equity multi asset fund that aims to deliver positive real returns while minimising the risk of capital loss over the medium term. The fund invests in a combination of South African equities, money market instruments, bonds and listed property. We employ an active asset allocation and securities selection strategy with a focus on capital growth. The fund holds a maximum of 60% in equities.
The fund was launched in April 2025 by Amplify Investment Partners, with Matrix Fund Managers being appointed as the exclusive manager.
