*Sanlam Collective Investments

Amplify SCI* Strategic Income Fund

Fund Objective

This is an actively managed, flexible fixed-interest solution for conservative investors that have a two-year investment horizon. The aim is to provide a high level of income greater than cash. Investment preservation is of primary importance and diversification across high-yielding asset classes offers downside protection. It is allowed to invest offshore up to the prescribed offshore limit as per regulations. The solution is Regulation 28 compliant.

Why invest with this solution?

This solution provides a higher level of income than cash, protects investors’ investment, and is diversified across liquid, high-quality fixed-interest asset classes. This solution enables investors to outsource the difficult decision of asset allocation.

Key Facts

Fund Manager

Terebinth Investment Team

Launch Date

2 December 2013

Fund Size

17 403m

Yield

10,36%

Benchmark

STeFi Composite Index + 1%

ASISA Classification

South African Multi-Asset Income

Unit Price

11,14

Time Horizon

1-2years

Regulation 28 compliance

Yes

Investment Strategy

To determine asset allocation, Terebinth Capital applies a two-fold approach of combining macro analysis and quantitative precision. The macro philosophy leads to low correlation with the broader market and lower volatility, while the in-house quantitative skills ensure that the best allocation strategy is implemented across the entire income universe.

Performance for various periods after fees

PERIOD
FUND
Benchmark
Outperformance
3 months
5.13%
2.34%
2.79%
6 months
6.52%
4.74%
1.78%
12 months
10.22%
9.26%
0.96%
24 months
8.68%
7.88%
0.81%
3 year Annualised
8.50%
6.88%
1.62%
5 year Annualised
8.45%
7.02%
1.43%
Since inception Annualised*
8.14%
7.56%
0.58%
YTD
0.92%
0.83%
0.08%

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