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 ( 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.
Read Amity Managed Select Fund Fact Sheet? Here are more of our unit trust fund fact sheets
Catalyst SA Property Equity Fund
Amity Managed Select Fund
Stanlib Multi Manager Equity Fund
Old Mutual Multi Managers Balanced Fund Of Funds
Coronation Jibar Plus Fund
Investec Global Strategic Managed Feeder Fund
Satrix Dividend Plus ETF
Adviceworx Inflation + 3-4% Fund Of Funds
PFPS Balanced Fund Of Funds
Prudential Balanced Fund
Southern Charter Worldwide Flexible Fund Of Funds
Nedgroup Investments Rainmaker Fund
Amity Stable Select Fund
Corion Growth Fund
Naviga Balanced Growth Fund Of Funds
Marriott Property Equity Fund
Prescient Equity Top 40 Fund
Stanlib Global Equity Feeder Fund
Newfunds Traci 3-Month ETF
Investec Opportunity Fund