PUBLICATIONS

Outcomes-based range expands | Introducing the High Growth portfolio

We’ve seen some stellar performance from the outcomes-based range and with the popularity of these portfolios growing, we’ve identified the need for an additional outcomes-based solution. The existing outcomes-based models are Regulation 28 and use a restricted risk budget. As we’ve done extensive research in asset class characteristics, we’ve noticed that you can typically only […]

OUTCOMES-BASED INVESTING- FINAL

We all know investing is personal. When clients invest money to finance certain life events that are important to them, not achieving their goals can have detrimental consequences for their life. Amity Investment Solutions is not just another DFM, but a boutique discretionary fund manager that partners with the independent financial advisor to offer them […]

OUTCOMES-BASED INVESTING SERIES- PART 3

Amity Investment Solutions is a boutique discretionary fund manager with a unique investment philosophy. With outcomes-based strategies still far and few in the South African market, our proprietary outcomes-based investment process adds value to advisors and private investors alike. These solutions reduce the uncertainty of investment outcomes. How does Amity apply an outcomes-based philosophy? We […]

OUTCOMES-BASED INVESTING SERIES- PART 2

As a wealth manager or financial advisor, how do you select your client’s investment funds? Do you perform a due diligence? If you do, what is the criteria you use? Do you focus on the fund’s performance over the last couple of years? Do you compare the return numbers against peer groups, indices, or other […]

OUTCOMES-BASED INVESTING SERIES- PART 1

Once upon a very recent time, there was an investment company that decided to completely reinvent itself to become the leaders in outcomes-based investing in South Africa. As a boutique discretionary fund manager, Amity Investment Solutions aims to assist the independent financial advisor with outcomes-based offerings, thereby ensuring a new era of financial advice. While […]

WHEN CLIENTS SEEK A HIGH LEVEL OF INCOME BUT WITH NO ADDITIONAL INVESTMENT RISK

For most investors a money market investment seems the safest bet when they don’t want to lose their capital, and perhaps live off the interest. Even in living annuities we’ve seen how money markets are incorporated for either the income bucket or for phasing into other asset classes over time. Money markets seem to work […]

NATIONAL BUDGET SPEECH 2022 – WHAT YOU NEED TO KNOW | AMITY INVESTMENT SOLUTIONS

Finance Minister Enoch Godongwana delivered a 'good-news' budget on 23 February 2022. Billions of rand in relief for taxpayers; social grant hikes; and no increases in personal income tax, VAT or the general fuel levy, left most consumers optimistic. Government is allocating an average of 59.4% of consolidated non-interest spending over the medium term to […]

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