Emperor Logo.png
Risk 35 - Risk 70

Core Balanced RA (Aconcagua)

Horizon > 5 Years
Retirement
Account type Retirement Annuities
Managed ETF Portfolios (MEP) - Core Managed ETF Portfolios (MEP) - Core
Capital Growth Capital Growth
What's my risk number?

Capital Growth

Recommended investment term is 5 years or more.

Risk Score 45 – Capital Growth (Risk Score Range: 35-70)

Risk/Return payoff range: Investors that are comfortable suffering a loss of up to -10% in pursuit of positive returns of up to +22% over a 6-month period.

Calculate your risk number here

Fund Description

Our Core portfolio range utilises only Exchange Traded Funds (ETFs) in its portfolio construction.

The Core Balanced portfolio, through Emperor’s proprietary algorithms, strategically blends Asset Classes (Cash, Bonds, Equity and Property), locally and abroad, to achieve the desired return and risk outcome.

See more about Emperor Asset Management’s investment philosophy and methodology here

This RA portfolio is constructed to comply with the investment criteria governing retirement funds (regulation 28)

Investment Strategy

19.94%
Bonds
0%
Cash
43.06%
Equity
27.15%
Foreign Equity
9.85%
Property

Suitable For

  • You are looking for capital growth over the long term, in a diversified portfolio.
  • You are ideally investing for at least 5 years.
  • You are comfortable taking on a higher degree of risk through market fluctuations which could result in capital loss.

Investment Objective

This portfolio aims to offer capital growth, targeting a return of inflation +6%.

Benchmark

We use a benchmark as a way to compare and measure our performance against another fund. For this portfolio, we are using:

ASISA SA - Multi Asset – High Equity

Investment Charges

Bundle Fee: 0.1% P/A

Transaction Costs: 0.23%

Underlying Total Expense Ratio (TER): 0.27%

Total Investment Cost: 0.60%

Transaction costs are estimated over a 3 year annualised period

Performance

See the factsheet here for more information

Investment Options

Invest through Robo

Choose a desired target return, and based on your risk preferences the Robo will provide you with an investment strategy to achieve your goals.

Invest now [COMING SOON]

Invest through EasyEquities

If you are new to investing and prefer the human touch, investing on EasyEquities will provide an easy and fun way to achieve your investment goals.

Invest now

What’s your risk number? Calculate now

Take our risk evaluation tool and understand your risk profile.

Get started now