Amplify Investment Partners has won “Best South African Multi-Asset Low Equity Fund” in the 2021 Raging Bull Awards with its Amplify SCI* Wealth Protector Fund.
“Winning a Raging Bull endorses our commitment to investment returns being a top priority when partnering with independent next generation asset managers,” says Marthinus van der Nest, Head of Amplify. “I extend my congratulations to Iain Power and his team at Truffle Asset Management in the dynamic and agile management of our fund.”
The Raging Bull Investment Awards are the premier awards recognising the best of the collective investment schemes industry in South Africa.
The Amplify SCI* Wealth Protector has been ranked number two since its August 2016 inception and number one in 2018 and 2019, and number six in 2020 relative to its peers in the multi-asset low equity space. The manager, Truffle Asset Management, has previously won a Raging Bull award for its income fund, indicating its ability to unearth opportunities and act quickly on them.
The fund is a multi-asset solution with a cautious risk profile for investors that have a three-year investment horizon. The fund aims to provide investment protection over a rolling one-year period, as well as generate income over the medium term at low levels of risk. It invests across different asset classes with exposure less than 40% for equities, 60% for bonds and 50% for cash.
“We believe that a partnering strategy that combines the distribution and oversight of an asset manager such as Amplify, appointing agile and dynamic next-generation boutique managers, is proving to be increasingly effective in a volatile and complex world of investment,” adds Van der Nest. “This award is also testament that there’s more to us than just returns.”
Amplify understand that alongside the best growth for hard earned savings, there is a balance with investing with purpose and achieving clients’ financial goals and creating a better life for all.
Amplify’s key differentiator is their passion for making an impact by supporting global conservation and social efforts in line with the United Nations Sustainable Development Goals (UN SDG). As such, Amplify directs a percentage of revenue towards Rhino conservation – a symbol of conversation and addressing the social inequality in the surrounding communities.
*Sanlam Collective Investments
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