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The Hedged Growth Portfolio is ideal for investors seeking to create long-term wealth by offering investment stability and downside protection at a level of risk lower than that of local equities - while growing investors purchasing power. The model will diversify the investors existing portfolio if they are already invested in long only investments. The solution is designed to deliver a capital growth return above local equities as measured by the FTSE/JSE All Share Capped TR ZAR index at a risk level lower than that of the ASISA MA High Equity category of funds. The portfolio is diversified by investing in hedge funds which is invested in flexible income instruments and following different hedge styles in South African equities. The portfolio is 100% invested in Hedge funds.
Deliver Outcomes
Deliver Outcomes
R100 invested 5-years ago will now be worth:
Achieve Consistency
Achieve Consistency
Percentage of times the strategy achieved or exceeded returns of JSE All Share Capped over a rolling 5-year period since inception:
Hedged Growth Portfolio
ASISA MA High Equity
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?
| Hedged Growth Portfolio % Negative | ASISA MA High Equity % Negative | |
|---|---|---|
| % Negative 1Y Returns | 0.00% | -14.75% |
| Worst 1Y Return | 3.54% | 0.91% |
* 1-year rolling periods since inception.
Capital Preservation
Capital Preservation
Hedged Growth Portfolio
Over the last 5-years, the strategy delivered an annualized return of:
Platform Availability
Model Portfolio Characteristics
| Investment Goal | Capital Growth |
| Expected Return | (ASISA) MA High EQ Cat Ave |
| Investment Horizon | 5+ Years |
| Growth Assets (max) | Max 65% |
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 Hedged Growth Portfolio is ideal for investors seeking to create long-term wealth by offering investment stability and downside protection at a level of risk lower than that of local equities - while growing investors purchasing power. The model will diversify the investors existing portfolio if they are already invested in long only investments. The solution is designed to deliver a capital growth return above local equities as measured by the FTSE/JSE All Share Capped TR ZAR index at a risk level lower than that of the ASISA MA High Equity category of funds. The portfolio is diversified by investing in hedge funds which is invested in flexible income instruments and following different hedge styles in South African equities. The portfolio is 100% invested in Hedge funds.
Deliver Outcomes
R100 invested 5-years ago will now be worth:
Achieve Consistency
Percentage of times the strategy achieved or exceeded returns of JSE All Share Capped over a rolling 5-year period since inception:
Hedged Growth Portfolio
ASISA MA High Equity
Manage Risk
How often did the strategy deliver a negative return over 1-year and what was the worst 1-year return since inception?
| Hedged Growth Portfolio % Negative | ASISA MA High Equity % Negative | |
|---|---|---|
| % Negative 1Y Returns | 0.00% | -14.75% |
| Worst 1Y Return | 3.54% | 0.91% |
* 1-year rolling periods since inception.
Capital Preservation
Hedged Growth Portfolio
Over the last 5-years, the strategy delivered an annualized return of:
Model Portfolio Characteristics
| Investment Goal | Capital Growth |
| Expected Return | (ASISA) MA High EQ Cat Ave |
| Investment Horizon | 5+ Years |
| Growth Assets (max) | Max 65% |
Platform Availability
Legal & Regulatory Information
Amity Investment Solutions (Pty) Ltd is an authorised financial service provider (FSP29661)
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