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Amplify SCI Balanced Fund
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.
Other funds from Laurium Capital
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Tax Optimisation for Investors
Speakers → Nick Brummer & Stuart Dyer
11 Jun 25 11:00