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
GLOBAL GROWTH PORTFOLIO (USD)
As at 31 July 2026INFO
The GLOBAL GROWTH strategy is suitable for investors requiring a direct offshore investment that is always primarily invested in growth assets. The strategy is ideal for investors who have an investment horizon of 7-years or longer and are willing to tolerate the short-term volatility of equity markets with the aim of achieving a higher dollar return over the long-term. The portfolio is primarily invested in developed markets with some exposure to emerging markets and always holds at least 95% in property and equity instruments. The strategy uses both actively managed and passive funds. The strategy is US dollar denominated.
Deliver Outcomes
Deliver Outcomes
R100 invested 7-years ago will now be worth:
Achieve Consistency
Achieve Consistency
Percentage of times the strategy achieved or exceeded returns of SOFR+4% over a rolling 7-year period since inception:
Global Growth Portfolio (USD)
EAA Aggressive Allocation
Manage Risk
Manage Risk
How often did the strategy deliver a negative return over 1-year and what was the worst 1-year return since inception?
| Global Growth Portfolio (USD) % Negative | EAA Aggressive Allocation % Negative | |
|---|---|---|
| % Negative 1Y Returns | 0.76% | 0.72% |
| Worst 1Y Return | -46.19% | -36.19% |
* 1-year rolling periods since inception.
Capital Preservation
Capital Preservation
Global Growth Portfolio (USD)
Over the last 7 years, the fund delivered an annualized return of:
Platform Availability
Model Portfolio Characteristics
| Investment Goal | Capital Growth |
| Expected Return | SOFR+4% |
| Investment Horizon | 7+ Years |
| Growth Assets (max) | Max 100% |
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
The GLOBAL GROWTH strategy is suitable for investors requiring a direct offshore investment that is always primarily invested in growth assets. The strategy is ideal for investors who have an investment horizon of 7-years or longer and are willing to tolerate the short-term volatility of equity markets with the aim of achieving a higher dollar return over the long-term. The portfolio is primarily invested in developed markets with some exposure to emerging markets and always holds at least 95% in property and equity instruments. The strategy uses both actively managed and passive funds. The strategy is US dollar denominated.
Deliver Outcomes
R100 invested 7-years ago will now be worth:
Achieve Consistency
Percentage of times the strategy achieved or exceeded returns of SOFR+4% over a rolling 7-year period since inception:
Global Growth Portfolio (USD)
EAA Aggressive Allocation
Manage Risk
How often did the strategy deliver a negative return over 1-year and what was the worst 1-year return since inception?
| Global Growth Portfolio (USD) % Negative | EAA Aggressive Allocation % Negative | |
|---|---|---|
| % Negative 1Y Returns | 0.76 | 0.72 |
| Worst 1Y Return | -46.19 | -36.19 |
* 1-year rolling periods since inception.
Capital Preservation
Global Growth Portfolio (USD)
Over the last 7 years, the fund delivered an annualized return of:
Model Portfolio Characteristics
| Investment Goal | Capital Growth |
| Expected Return | SOFR+4% |
| Investment Horizon | 7+ Years |
| Growth Assets (max) | Max 100% |
Platform Availability
Legal & Regulatory Information
Amity Investment Solutions (Pty) Ltd is an authorised financial service provider (FSP29661)
Designed & Maintained by MayFly Marketing 2026 ©