Amity Managed Select Fund Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – High Equity
Assets Under Management (R m) (Mar 2019)
R217 R 6 2.7649%
Number of Accounts (Mar 2019)
20 0 0%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 41 R 39
    Local    R 41    R 39
    Foreign    R 0    R 0
Cash Instr. R 1 R 2
    Local    R 1    R 2
    Foreign    R 0    R 0
Property R 5 R 5
On FoF R 171 R 165
Fund Investment Aims, Objective and/or Universe
To provide the investor with a moderate level of capital growth over the medium to long term.Investments to be included in the Amity BCI Managed Select Fund will, apart from assets in liquid form, consists solely of participatory interests and other forms of participation of local and global collective investment schemes, or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the fund’s primary objective, investing in equity securities, property securities, non­equity securities, preference shares, bonds, money market instruments and assets in liquid form.

Max 75% equity exposure (incl.international equity).The fund will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act.The fund may time to time invest in listed and unlisted financial instruments.The manager may also include forward currency, interest rate and exchange rate swap transactions.
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