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Risk 20 - Risk 45

Core Conservative RA (Kilimanjaro)

Horizon > 2 Years
Account type Retirement Annuities
Managed ETF Portfolios (MEP) - Core Managed ETF Portfolios (MEP) - Core
Capital Preservation with High Income Capital Preservation with High Income
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Capital preservation

Recommended investment term is 2 years or more.

Risk Score 29 – Conservative (Risk Score Range: 20-45)

Risk/Return payoff range: Investors that are comfortable suffering a loss of up to - 5% in pursuit of positive returns of up to +12% over a 6-month period.

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Fund Description

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

The Core Conservative 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

Foreign Equity

Suitable For

  • You are risk averse and want to prioritise protecting your capital.
  • You are ideally investing for at least 2 years.
  • You want to achieve returns better than inflation, but are comfortable with lower potential return over time than you might earn in an investment that takes on more risk

Investment Objective

This portfolio aims to offer capital preservation, targeting a return of inflation +2%.


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 – Low Equity

Investment Charges (excl VAT)

Bundle Fee: 0.26% P/A

Transaction Costs: 0.11%

Underlying Total Expense Ratio (TER): 0.23%

Total Investment Cost: 0.60%

Transaction costs are estimated over a 3 year annualised period


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.

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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

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