Amity Conserver Fund of Funds

The Amity Conserver fund’s objective is to achieve an annual return of 3% above inflation over a rolling three-year period. The investment horizon of three years limits the exposure to equities and the fund’s mandate therefore is registered to hold not more than 40% in equities.

The fund is constructed in a way that it may not lose more than 2% in any given 12-month period.

This fund is Regulation 28 compliant – which means it is suitable for pension funds, retirement annuities and life annuities.

The fund is categorised under the designation “Asset Allocation Low Equity Funds”.

[Fund fact sheet]

Amity Prudent Fund of Funds

The Amity Prudent Fund of Fund’s objective is to achieve an annual return of 5% above inflation over a rolling five-year period. This fund’s mandate allows it to invest up to a maximum of 60% in equities.

The fund structure means that this fund can lose 7% to 8% in any 12-month period in adverse market conditions.

This fund is also a Regulation 28 fund.

The fund is categorised under “Asset Allocation Medium Equity Funds”.

[Fund fact sheet]

Amity Flexible Growth Fund of Funds

The Amity Flexible Growth Fund of Funds has a target growth rate of 7% above inflation over an investment term of more than five years. The fund’s mandate allows it to invest between 0% and 100% in equities.

Due to the aggressive nature of the fund’s asset allocation which will never be less than 65% in equities, the fund could potentially lose 20% of its value in a given 12-month period if very negative market conditions prevail.

The fund is not Regulation 28 compliant and falls under the category “Asset Allocation Flexible Funds”.

[Fund fact sheet]


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