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A Collective Investment Scheme aiming to deliver returns higher than the FTSE (JSE) All Share index on a risk adjusted basis. This fund is appropriate for investors seeking to share in the growth of the equity market over the long term and who are willing to tolerate the up and down movement of the market over the short term. The fund is appropriate for investors with an investment horizon longer than 5 years. The Amity BCI Equity Fund invests in South African equities and is managed by combining bottom-up fundamental factors and quantitative analysis. The strategy is designed to invest in companies that have quality financial statements, show potential to consistently grow earnings and present good value at any point in time. The fund is managed by Stanlib 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!
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 Equity Fund % Negative | (ASISA) South African EQ General % Negative | |
|---|---|---|
| % Negative 1Y Returns | 0.00% | 16.31% |
| Worst 1Y Return | 10.79% | -32.20% |
* 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 returns higher than the FTSE (JSE) All Share index on a risk adjusted basis. This fund is appropriate for investors seeking to share in the growth of the equity market over the long term and who are willing to tolerate the up and down movement of the market over the short term. The fund is appropriate for investors with an investment horizon longer than 5 years. The Amity BCI Equity Fund invests in South African equities and is managed by combining bottom-up fundamental factors and quantitative analysis. The strategy is designed to invest in companies that have quality financial statements, show potential to consistently grow earnings and present good value at any point in time. The fund is managed by Stanlib 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!
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 Equity Fund % Negative | (ASISA) South African EQ General % Negative | |
|---|---|---|
| % Negative 1Y Returns | 0.00% | 16.31% |
| Worst 1Y Return | 10.79% | -32.20% |
* 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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