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Amplify SCI Balanced Fund

Code: LBPA1

Overview

The Laurium Balanced Prescient Fund aims to deliver long-term capital growth over time for investors through investing in a broad range of asset classes in a balanced manner. The fund complies with Regulation 28 of the Pension Funds Act.

Fund performance

Source: Profile Data

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Suitable for investors who...

  • Are saving for retirement
  • Have a time horizon longer than three years
  • Want to add value to their investment portfolio through controlled risk exposure

Benchmark

Average of Multi-Asset High Equity Category

Strategy

The fund invests in a diversified range of local and foreign asset classes. These asset classes include a combination of investments in the equity, fixed interest, bond, money and property markets. The fund uses fundamental bottom-up research, with a value bias, to generate a moderately conservative portfolio.

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