AMITY FR GLOBAL DIVERSIFIED FOF

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.