AMITY FR MANAGED SELECT FOF

As at 30 June 2026

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A Fund of Funds for long-term goals where a specific, more predictable outcome is required. The strategy targets a high probability of achieving a set capital amount over a 7-year or longer horizon, aiming for a return between inflation and inflation +5% over any rolling 7-year period.

Fund Performance (net of fees)

As of Date: 2026/06/30

All periods longer than 1 year are annualised figures.

Since Inception Investment Growth

Time Period: Since Common Inception (2015/12/01) to 2026/06/30

Statistics (%)

Risk Statistics

Time Period: 2023/07/01 to 2026/06/30
Source Data: Monthly Return

Max Drawdown0,00

Max Gain0,00

Up Number0,00

Historic Returns

Best 1 year rolling return38,95

Worst 1 year rolling return-18,46

Key Information

Fund Objective	To provide the investor with a moderate level of capital growth over the medium to long term.
Benchmark	(ASISA) South Africa MA High Equity
ASISA Category	South Africa - Multi Asset - High Equity
Regulation 28 Compliant	Yes
Portfolio Manager	Amity Investment Team
Inception Date	27 November 2015
Expected Return	Moderate capital growth
Investment Horizon	7+ Years

Risk Profile

Defensive
Assets Low
Equity Medium
Equity High
Equity Growth
Assets

This portfolio holds more equity exposure than a low risk portfolio but less than a high-risk portfolio. The expected volatility and the probability of losses are higher than a low risk portfolio, but less than a high-risk portfolio.

Where the asset allocation reflects offshore exposure, the portfolio is exposed to currency risks. The portfolio is exposed to equity as well as default and interest rate risks. It is suitable for medium term investment horizons.

AMITY FR MANAGED SELECT FOF As at 30 June 2026

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