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 HIGH GROWTH strategy is suitable for the long-term goals of investors with the aim of participating in the potential high returns delivered over the long term by local and offshore property and equities. Investing in this strategy requires an investment horizon longer than 7-years but an investment horizon of 10-years is recommended. This strategy will hold at least 95% of the capital in growth assets which could be highly volatile over the short-term and include a mix of local and offshore funds. Risk in the High Growth Strategy is managed by diversifying between local and offshore property and equity instruments as well as investing in funds with different equity or property investment strategies. Investing in this strategy requires an investor to have a willingness to tolerate high levels of capital fluctuation over the short-term and have the financial ability to meet short-term needs and emergency expenditure from other sources.
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 CPI+6% returns over a rolling 7-year period since inception:
High Growth Portfolio
ASISA WW MA Flexible
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?
| High Growth Portfolio % Negative | ASISA WW MA Flexible % Negative | |
|---|---|---|
| % Negative 1Y Returns | 12.00% | 14.89% |
| Worst 1Y Return | -33.62% | -21.82% |
* 1-year rolling periods since inception.
Capital Preservation
Capital Preservation
High Growth Portfolio
Over the last 7 years, the strategy delivered an annualized return of:
Platform Availability
Model Portfolio Characteristics
| Investment Goal | Capital Growth |
| Expected Return | CPI+6% |
| Investment Horizon | 7+ Years |
| Growth Assets (max) | Max 100% |
| Reg 28 Compliant | No |
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 HIGH GROWTH strategy is suitable for the long-term goals of investors with the aim of participating in the potential high returns delivered over the long term by local and offshore property and equities. Investing in this strategy requires an investment horizon longer than 7-years but an investment horizon of 10-years is recommended. This strategy will hold at least 95% of the capital in growth assets which could be highly volatile over the short-term and include a mix of local and offshore funds. Risk in the High Growth Strategy is managed by diversifying between local and offshore property and equity instruments as well as investing in funds with different equity or property investment strategies. Investing in this strategy requires an investor to have a willingness to tolerate high levels of capital fluctuation over the short-term and have the financial ability to meet short-term needs and emergency expenditure from other sources.
Deliver Outcomes
R100 invested 7-years ago will now be worth:
Achieve Consistency
Percentage of times the strategy achieved or exceeded CPI+6% returns over a rolling 7-year period since inception:
High Growth Portfolio
ASISA WW MA Flexible
Manage Risk
How often did the strategy deliver a negative return over 1-year and what was the worst 1-year return since inception?
| High Growth Portfolio % Negative | ASISA WW MA Flexible % Negative | |
|---|---|---|
| % Negative 1Y Returns | 12.00% | 14.89% |
| Worst 1Y Return | -33.62% | -21.82% |
* 1-year rolling periods since inception.
Capital Preservation
High Growth Portfolio
Over the last 7 years, the strategy delivered an annualized return of:
Model Portfolio Characteristics
| Investment Goal | Capital Growth |
| Expected Return | CPI+6% |
| Investment Horizon | 7+ Years |
| Growth Assets (max) | Max 100% |
| Reg 28 Compliant | No |
Platform Availability
Legal & Regulatory Information
Amity Investment Solutions (Pty) Ltd is an authorised financial service provider (FSP29661)
Designed & Maintained by MayFly Marketing 2026 ©