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
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
The goal is to offer Capital Growth and targeting a return of inflation +6%.
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
Bundle Fee: 0.75% P/A (excl VAT)
Transaction Costs: 0.23%
Underlying Total Expense Ratio (TER): 0.27%
Total Investment Cost: 1.25%
Transaction costs are estimated over a 3 year annualised period
See the factsheet here for more information