This strategy is suitable for the short-term essential goals of private investors where a specific, more predictable outcome is required. The private investor requires a high probability of achieving a specific capital amount at the end of a 12-month investment horizon or longer. The essential priority of the goal means the private investors' risk capacity for not achieving the outcome is low.

This solution is designed to deliver a return more than the SteFI Composite Index and to deliver a return of inflation or higher over a rolling 12-month investment horizon while not losing capital over a rolling 12-month period.

This strategy can only be accessed through our CIS fund. This fund is exclusively managed for Amity by Matrix.

The current TIC of this fund is 0,81%.

Amity BCI Diversified Income MDD no perf