AMITY FR STEADY GROWTH FOF

As at 30 June 2026
Back to Range

INFO

A Fund of Funds suitable for short-term essential goals where a specific, more predictable outcome is required. The strategy targets a high probability of achieving a set capital amount over a 3 to 5-year horizon, aiming for inflation +3% over any rolling 3-year period without losing capital over any 12-month rolling 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 Inception (2015/11/27) 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 return22,80
Worst 1 year rolling return-7,38
Key Information
Fund ObjectiveTo provide stable long term capital growth and protect them from the effects of inflation.
Benchmark(ASISA) South Africa MA Low Equity
ASISA CategorySouth Africa - Multi Asset - Low Equity
Regulation 28 CompliantYes
Portfolio ManagerAmity Investment Team
Inception Date27 November 2015
Expected ReturnStable capital growth
Investment Horizon3–5 Years
Risk Profile
Defensive
Assets Low
Equity Medium
Equity High
Equity Growth
Assets
This portfolio has low equity exposure which results in less short term volatility and therefore the probability of short term capital loss is much less likely.
Where the asset allocation reflects offshore exposure, the portfolio is exposed to currency risks. The portfolio is exposed to default and interest rate risks. It is suitable for short to medium term investment horizons.

Fund Details

Investment GoalStable long-term capital growth
Expected ReturnCPI+3%
Investment Horizon3–5 Years
AMITY FR STEADY GROWTH FOF As at 30 June 2026
Back to Range

Info

A Fund of Funds suitable for short-term essential goals where a specific, more predictable outcome is required. The strategy targets a high probability of achieving a set capital amount over a 3 to 5-year horizon, aiming for inflation +3% over any rolling 3-year period without losing capital over any 12-month rolling 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 Inception (2015/11/27) 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 return22,80
Worst 1 year rolling return-7,38
Key Information
Fund ObjectiveTo provide stable long term capital growth and protect them from the effects of inflation.
Benchmark(ASISA) South Africa MA Low Equity
ASISA CategorySouth Africa - Multi Asset - Low Equity
Regulation 28 CompliantYes
Portfolio ManagerAmity Investment Team
Inception Date27 November 2015
Expected ReturnStable capital growth
Investment Horizon3–5 Years
Risk Profile
Defensive
Assets Low
Equity Medium
Equity High
Equity Growth
Assets
This portfolio has low equity exposure which results in less short term volatility and therefore the probability of short term capital loss is much less likely.
Where the asset allocation reflects offshore exposure, the portfolio is exposed to currency risks. The portfolio is exposed to default and interest rate risks. It is suitable for short to medium term investment horizons.

Fund Details

Investment GoalStable long-term capital growth
Expected ReturnCPI+3%
Investment Horizon3–5 Years

CONTACT US

Email: info@amity.co.za

Tel: +27 87 980 5321

ADDRESS

Delmondo Office Park, Capri Building, 169 Garsfontein Road, Ashlea Gardens, Pretoria, 0081

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Legal & Regulatory Information
Amity Investment Solutions (Pty) Ltd is an authorised financial service provider (FSP29661)
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