Amity Investment Solutions (Pty) Ltd

Amity is an independent boutique discretionary fund manager which provides independent financial advisors an end-to-end investment management proposition that aims to improve the consistent delivery of planned client outcomes. Amity’s outcomes-based model portfolios are designed and managed according to criteria that are aligned with investor behaviour. This helps financial advisors by improving their client’s financial wellbeing, reduces the uncertainty of investment outcomes, enhances their advice proposition, improve business efficiency and reduce advice risk.

Amity believes that there should be alignment between the fundamentals of the investment plan and the criteria by which the investment solution is managed. That is why Amity follows an outcomes-based investment philosophy. Outcomes-based investing is an innovative investment management approach that reduces the uncertainty of investment outcomes for private investors. It focuses on delivering a specific range of outcomes with consistency over specific rolling investment terms.

Amity’s outcomes-based investment philosophy is based on four pillars:

• Deliver a predefined range of outcomes

• Improve the consistency of the outcomes over rolling investment periods

• Actively manage risk

• Preserve capital