The Amity Wealth investment solution is designed around the lifestyle objectives of clients. Our objective is to achieve predefined, inflation-beating investment returns consistently over predetermined minimum terms. We believe that a client’s current and future cash flow requirements will determine how the investment solution should be structured. This means that every client’s investment solution will be unique. Our investment process and the Amity investment funds are specifically designed to address the needs and objectives of any client. If the client’s objectives are realistic, our investment strategy will provide him/her with the best-available outcome.


Amity Wealth specialises in the construction of optimal investment portfolios based on the following client needs:

Income

We believe that income needs over the short term should be sourced from a money market fund. The primary objective of Amity’s solution in this category is to provide the investor with a high income over the short term with stable growth.

Capital growth

Any investment over the medium to long term is all about outperforming inflation after tax and after cost. However, not all investors can keep their fears in check when investment markets come under short-term pressure. It is for this reason that we follow a strategy of allocating capital to three different risk categories. In each of these risk categories we have established a unique multi-managed fund.

A stable investment fund
The primary objective of this fund is to provide the investor with stable growth.

A prudent investment fund
The primary objective of this fund is to provide the investor with a moderate level of capital growth over the medium to long term.

A long-term growth investment fund
The primary objective of this fund is to maximise investment returns over the long term.