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A Collective Investment Scheme designed to provide investors who want to invest in offshore assets and diversify their currency risk with a single, actively managed fund. The fund gives the investor exposure to offshore equity, property and infrastructure instruments managed by premier local and international fund managers. The fund aims to deliver developed market equity like returns whilst managing risk through asset class, style and manager diversification. The fund is primarily always invested in developed market equities with tactical investments into infrastructure, offshore property and emerging market equity funds. Investors investing in this fund should have the risk capacity for short-term equity and currency volatility and the recommended investment horison is 7 years. Although the underlying investments are offshore and denominated in dollars, the fund is a feeder fund which means proceeds from the fund is paid to investors in rands. The fund is managed by the Amity Investment management investment team.
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 Global Diversified FoF
(ASISA) Global MA Flexible
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 Global Diversified FoF % Negative | (ASISA) Global MA Flexible % Negative | |
|---|---|---|
| % Negative 1Y Returns | 19.17% | 22.34% |
| Worst 1Y Return | -21.33% | -33.61% |
* 1-year rolling periods since inception.
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 designed to provide investors who want to invest in offshore assets and diversify their currency risk with a single, actively managed fund. The fund gives the investor exposure to offshore equity, property and infrastructure instruments managed by premier local and international fund managers. The fund aims to deliver developed market equity like returns whilst managing risk through asset class, style and manager diversification. The fund is primarily always invested in developed market equities with tactical investments into infrastructure, offshore property and emerging market equity funds. Investors investing in this fund should have the risk capacity for short-term equity and currency volatility and the recommended investment horison is 7 years. Although the underlying investments are offshore and denominated in dollars, the fund is a feeder fund which means proceeds from the fund is paid to investors in rands. The fund is managed by the Amity Investment management investment team.
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 Global Diversified FoF
(ASISA) Global MA Flexible
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 Global Diversified FoF % Negative | (ASISA) Global MA Flexible % Negative | |
|---|---|---|
| % Negative 1Y Returns | 19.17% | 22.34% |
| Worst 1Y Return | -21.33% | -33.61% |
* 1-year rolling periods since inception.
Capital Preservation
The strategy delivered a 1-year return of:
Legal & Regulatory Information
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Deliver Outcomes
Achieve Consistency
Manage Risk
Capital Preservation