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The STABLE INCOME strategy is suitable for investors requiring an interest return whilst not incurring the risk of capital losses over a rolling 12-month investment horizon or longer. The strategy is managed to consistently deliver a return higher than prevailing money market rates over a rolling 12-month period.
Deliver Outcomes
Deliver Outcomes
R100 invested 1-year ago will now be worth:
Achieve Consistency
Achieve Consistency
Percentage of times the strategy achieved or exceeded money-market returns over a rolling 1-year period since inception:
Stable Income Portfolio
ASISA MA Income
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:
| Stable Income Portfolio % Negative | ASISA MA Income % Negative | |
|---|---|---|
| % Negative 1Y Returns | 0.00% | 0.00% |
| Worst 1Y Return | 3.80% | 4.31% |
* 1-year rolling periods since inception.
Capital Preservation
Capital Preservation
Stable Income Portfolio
The strategy delivered a 1-year return of:
Platform Availability
Model Portfolio Characteristics
| Investment Goal | Income and Capital Growth |
| Expected Return | Cash + |
| Investment Horizon | 1–3 Years |
| Growth Assets (max) | 0% |
| Reg 28 Compliant | Yes |
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 STABLE INCOME strategy is suitable for investors requiring an interest return whilst not incurring the risk of capital losses over a rolling 12-month investment horizon or longer. The strategy is managed to consistently deliver a return higher than prevailing money market rates over a rolling 12-month period.
Deliver Outcomes
R100 invested 1-year ago will now be worth:
Achieve Consistency
Percentage of times the strategy achieved or exceeded money-market returns over a rolling 1-year period since inception:
Stable Income Portfolio
ASISA MA Income
Manage Risk
How often did the strategy deliver a negative return over 1-year and what was the worst 1-year return since inception:
| Stable Income Portfolio % Negative | ASISA MA Income % Negative | |
|---|---|---|
| % Negative 1Y Returns | 0.00% | 0.00% |
| Worst 1Y Return | 3.80% | 4.31% |
* 1-year rolling periods since inception.
Capital Preservation
Stable Income Portfolio
The strategy delivered a 1-year return of:
Model Portfolio Characteristics
| Investment Goal | Income and Capital Growth |
| Expected Return | Cash + |
| Investment Horizon | 1–3 Years |
| Growth Assets (max) | 0% |
| Reg 28 Compliant | Yes |
Platform Availability
Legal & Regulatory Information
Amity Investment Solutions (Pty) Ltd is an authorised financial service provider (FSP29661)
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