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Amplify Sci Wealth Protector Fund B5 (0P00018SOT)

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13.106 +0.030    +0.23%
31/05 - Closed. Currency in ZAR ( Disclaimer )
  • Morningstar Rating:
  • Total Assets: 4.68B
Type:  Fund
Market:  South Africa
Issuer:  Sanlam Collective Investments
ISIN:  ZAE000222147 
Asset Class:  Equity
Sanlam Select Wealth Protector Fund B5 13.106 +0.030 +0.23%

0P00018SOT Overview

 
On this page you'll find an in-depth profile of Amplify Sci Wealth Protector Fund B5. Learn about the key management, total assets, investment strategy and contact information of 0P00018SOT among other information.
Category

ZAR/NAD Cautious Allocation

Total Assets

4.68B

Expenses

1.04%

Inception Date

Aug 15, 2016

Investment Strategy

This is a multi-asset solution with a cautious risk profile for investors that have a three year investment horizon. The aim is two fold: to provide investment protection over a rolling one-year period, and generate income over the medium term at low levels of risk. It invests across different asset classes with exposure less than 40% for equities, 60% for bonds and 50% for cash. The solution is Regulation 28 compliant and may invest in listed and unlisted financial instruments (derivatives) and offshore investments to achieve its objective.

Contact Information

Address 4th Floor, Mariendahl House, Cnr Main & Campground Roads, Newlands,
Cape Town,Western Cape 7780
South Africa
Phone 27216733333

Top Executives

Name Title Since Until
Nicole Agar - 2016 Now
Saul Miller - 2016 Now
Biography Saul has been part of the Truffle team since 2016 and has over 20 years’ experience in investment and portfolio management. He spent over a decade working for RMB Asset Management, managing a range of equity and balanced funds that won numerous unit trust industry awards. Saul then moved to Argon Asset Management, where he was Head of Equity for over four years. During this period equity assets under management grew rapidly from around R8 billion to over R20 billion and investment performance comfortably exceeded benchmark returns. He was also responsible for implementing Argon’s equity investment philosophy and process.
Iain Power - 2016 Now
Sophiè van Garderen - 2016 Now
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