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INFO
A Collective Investment Scheme aiming to deliver a return higher than money market instruments and inflation over a rolling 12-month investment horizon. The fund invests in a diversified blend of money market, flexible income and bond instruments and has a secondary goal of no capital loss over a rolling 12-month period. The fund is managed by Matrix Asset Management on behalf of Amity Investment Solutions.
Deliver Outcomes
Deliver Outcomes
No data entered yet.
Achieve Consistency
Achieve Consistency
Percentage of times the strategy achieved or exceeded money-market returns over rolling 1-year periods since inception!
Amity BCI Diversified Income Fund
ASISA MA Income
Manage Risk
Manage Risk
How often did the strategy deliver a negative return over 1 year and what was the worst 1-year return since inception?
| Amity FR Diversified Income Fund % Negative | ASISA MA Income % Negative | |
|---|---|---|
| % Negative 1Y Returns | 0.00% | 0.00% |
| Worst 1Y Return | 4.97% | 4.31% |
* 1-year rolling periods since inception.
Capital Preservation
Capital Preservation
The strategy delivered a 1-year return of:
Privileged Document
This factsheet is restricted to accredited Amity Investment Solutions financial advisors. Please enter your registered email address to verify your access.
Not an accredited advisor? Contact Amity
Info
A Collective Investment Scheme aiming to deliver a return higher than money market instruments and inflation over a rolling 12-month investment horizon. The fund invests in a diversified blend of money market, flexible income and bond instruments and has a secondary goal of no capital loss over a rolling 12-month period. The fund is managed by Matrix Asset Management on behalf of Amity Investment Solutions.
Deliver Outcomes
No data entered yet.
Achieve Consistency
Percentage of times the strategy achieved or exceeded money-market returns over rolling 1-year periods since inception!
Amity BCI Diversified Income Fund
ASISA MA Income
Manage Risk
How often did the strategy deliver a negative return over 1 year and what was the worst 1-year return since inception?
| Amity FR Diversified Income Fund % Negative | ASISA MA Income % Negative | |
|---|---|---|
| % Negative 1Y Returns | 0.00% | 0.00% |
| Worst 1Y Return | 4.97% | 4.31% |
* 1-year rolling periods since inception.
Capital Preservation
The strategy delivered a 1-year return of:
Legal & Regulatory Information
Amity Investment Solutions (Pty) Ltd is an authorised financial service provider (FSP29661)
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