Amna Asset Management

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Porfolios

Invest with Purpose, Grow with Confidence

Amna Asset Manager (Amna AM) is committed to offering a diversified range of listed and unlisted investment products across both its liquidity and investment tranches, ensuring tailored solutions that meet varying risk parameters and return objectives.

Find your Portfolio

Clients with an investment horizon of less than one year typically prefer their funds to be allocated to a highly liquid portfolio, such as the Liquidity Tranche, prioritizing capital preservation and ease of access to liquidity.

Strategic Short-Term Approach

Amna AM adopts a strategic short-term investment approach, emphasizing capital preservation by ensuring returns at least above the inflation.

Portfolios available for this strategy:

  • Money Market Portfolios
  • Equity Markets Portfolios
  • Capital Markets Portfolio

Products

  • Cash and Cash Equivalents
  • Money Market Instruments
  • Treasury Bills
  • Short-Term Government Bonds
  • Corporate Bonds
  • Floating Rate Notes (FRNs)
  • Liquidity Funds / Money Market Funds
  • FX Cash Instruments / Currency Holdings

Clients with an investment horizon of more than one year typically prefer their funds to be allocated to portfolios prioritizing capital growth over longer term horizons.

Amna AM adopts a strategic long-term investment approach, emphasizing sustainable value creation and consistent returns by patiently navigating market cycles and focusing on enduring growth opportunities.

  • Money Markets Portfolios
  • Equity Markets Portfolios
  • Capital Markets Portfolio
  • Renewable Energy Projects
  • Agriculture
  • Fixed Income
  • Government Bonds (Medium Duration)
  • Government Agencies
  • Supranational Securities
  • Multilateral Securities
  • Equities (Developed & Emerging Markets)
  • Listed Property / REITs
  • Inflation-Linked Bonds
  • High-Quality Corporate Credit
  • Floating Rate Notes (FRNs)
  • Select Alternative Income Strategies (e.g., Infrastructure Debt, Low Beta Alternatives)
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Explore Our Diversified Portfolios and Solutions

Amna Asset Manager provides diversified asset portfolios, ESG-aligned investments, and alternative market exposure designed to align with your unique financial objectives and risk tolerance

Enquiries

FAQs

Frequently asked questions

What is Amna Asset Manager's investment philosophy?

Amna Asset Manager’s philosophy is based on an active and fundamental management approach, a disciplined and robust investment process, and a focus on long-term value creation and downside protection.

The governance structure includes a Board of Directors that provides oversight of the business and a dedicated Investment Committee responsible for all investment decisions.

Yes, Amna AM believes that ESG factors are important drivers of long-term investment value and integrates them into its investment analysis and decision-making processes

The two main portfolio tranches are the Liquidity Tranche for short-term capital preservation and the Investment Tranche for long-term capital growth

Amna AM’s key differentiators are its Category II discretionary license, its use of cutting-edge technology and data analytics, and its comprehensive ecosystem of associate companies.

1. Fixed Income Securities

Aggregate Fixed Income: This strategy entails applying a contrarian approach (to avoid herdlike influence) to an actively managed fundamental fixed income, money market and cash equivalence strategies.

  • Local and Global Diversified Opportunities: Amna AM exploits inefficiencies across sectors, geographies, and instrument types.
  • Asymmetrically Attractive Outcomes: The strategy seeks to achieve favorable risk-reward outcomes while avoiding "crowd trades."
  • Environmental and Social Governance (ESG): ESG is fully integrated into Amna AM’s investment approach to enrich fundamental analysis.

 

Local and global macro fixed income returns are dominated by regime shifts and risk cycles; fear and euphoria. By combining a contrarian, value-based approach with the belief that both local and global fixed income is not a singular market, Amna AM aims to exploit these inefficiencies over the cycle. Furthermore, fixed income markets are segmented, which can lead to dislocations and dynamic changes in relationships between sectors, offering active investors opportunities to improve returns and reduce risk on a consistent basis over the medium term.

  • Fixed Income Asset Allocation: Amna AM determines where major sectors are in the credit cycle to identify the most important source of return for the portfolio.
  • Structural Alpha: The firm aims for a portfolio yield higher than the benchmark over the cycle by considering carry and rolldown in short-dated investment-grade credit and high-quality spread products.
  • Credit Selection: Dedicated risk analysts perform bottom-up country and company analyses, which portfolio managers use to select issuers in line with investment guidelines.

2. Capital Preservation and Liquidity Preference

Amna AM maintains strategic investments focused on preserving client capital and ensuring liquidity needs are met, while targeting sustainable long-term returns aligned with client objectives within acceptable risk parameters.

  • Capital Preservation: Prioritizes protecting client assets from loss.
  • Liquidity Preference: Ensures clients have access to funds when needed.
  • Long-Term Returns: Focuses on achieving sustainable growth over time.
  • Client-Centric: Aligns investment strategy with bespoke client objectives and risk parameters.
  • Strategic Approach: Balances safety, liquidity, and return objectives through careful asset allocation.
  • Market Inefficiencies: Identifying undervalued assets and pricing anomalies.
  • Risk Cycle Awareness: Timing exposure based on economic and sentiment cycles.
  • Active/Tactical Asset Allocation: Dynamically shifting between asset classes to optimize risk-adjusted returns.
  • Liquidity Preference: Capitalizing on liquidity premiums while maintaining access to cash.
  • Security Selection: Rigorous fundamental analysis to select high-quality investments.
  • Macro & Regime Insights: Using macroeconomic trends and policy shifts to anticipate market moves.
  • Diversification: Reducing risk through exposure to multiple sectors and geographies.
  • Contrarian Positioning: Taking positions against prevailing market sentiment to capture reversals (to avoid herdlike influence).

3. Emerging Countries (BRICS)

Amna AM maintains strategic investments in emerging markets, with a particular focus on BRICS nations, which will be considered on a case-by-case basis should opportunities arise, most of which are classified as emerging economies. This exposure supports portfolio diversification, taps into higher growth potential, and aligns with the firm’s broader investment strategy aimed at capturing opportunities in dynamic, developing regions. It is worth mentioning that South Africa is a founding member of BRICS.

  • Strategic Focus: Amna AM actively invests in emerging markets as part of its broader portfolio strategy.
  • BRICS Exposure: The portfolio includes investments in BRICS nations (Brazil, Russia, India, China, South Africa, inter alia), most of which are classified as emerging economies.
  • Growth Potential: Targeting emerging markets allows Amna AM to capture higher growth opportunities and long-term value creation.
  • Diversification Benefits: Exposure to diverse economies enhances portfolio resilience and reduces concentration risk.
  • Alignment with Strategy: These investments align with Amna AM’s objectives of risk-adjusted returns, global diversification, and forward-looking asset allocation.
  • Regime Shifts: Capturing value from monetary, fiscal, and political transitions.
  • Market Dislocations: Exploiting cross-asset mispricing and segmentation.
  • Behavioural Inefficiencies: Leveraging fear, euphoria, and herdlike behaviour.
  • Macro Divergence: Targeting country-specific opportunities within BRICS.
  • Valuation Reversion: Identifying and trading extreme deviations from fair value.
  • Currency & Carry Trades: Generating alpha from FX volatility and interest rate differentials.
  • Liquidity & Flow Trends: Anticipating price shifts from capital flows and central bank actions.
  • Commodity Exposure: Aligning positions with country-specific resource cycles.
  • Local Access: Using external managers for niche and illiquid market exposure.

Alternative investment products

Amna AM has an appetite for alternative investments, these will be considered on a case-by-case basis based on market research

  1. Private Equity
  2. Renewable energy projects
  3. Agriculture Funds
  4. Infrastructure Investments
  5. Collective Investment Schemes
  6. Unlisted Property Funds
  7. Private Debt