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AMITY FR EQUITY FUND
As at 31 July 2026INFO
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.
Source Data: Monthly Return
| Fund Objective | The fund aims to provide investors with sustainable long term capital growth. |
| Benchmark | FTSE JSE All Share Capped Index (J303T) |
| ASISA Category | (ASISA) South African EQ General |
| Regulation 28 Compliant | No |
| Portfolio Manager | Rademeyer Vermaak & Andrew Cuffe |
| Inception Date | 01 November 2024 |
| Expected Return | Equity like returns |
| Investment Horizon | 7+ Years |
Assets Low
Equity Medium
Equity High
Equity Growth
Assets
Platform Availability
Fund Details
| Investment Goal | Long-term capital growth |
| Expected Return | CPI+5% |
| Investment Horizon | 5+ Years |
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.
Source Data: Monthly Return
| Fund Objective | The fund aims to provide investors with sustainable long term capital growth. |
| Benchmark | FTSE JSE All Share Capped Index (J303T) |
| ASISA Category | (ASISA) South African EQ General |
| Regulation 28 Compliant | No |
| Portfolio Manager | Rademeyer Vermaak & Andrew Cuffe |
| Inception Date | 01 November 2024 |
| Expected Return | Equity like returns |
| Investment Horizon | 7+ Years |
Assets Low
Equity Medium
Equity High
Equity Growth
Assets
Fund Details
| Investment Goal | Long-term capital growth |
| Expected Return | CPI+5% |
| Investment Horizon | 5+ Years |
Platform Availability
Legal & Regulatory Information
Amity Investment Solutions (Pty) Ltd is an authorised financial service provider (FSP29661)
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