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Risk 1 - Risk 35

Core Income Plus (Elbrus)

Horizon > 1 Year
Risk Targeted
Account type ZAR
Managed ETF Portfolios (MEP) - Core Managed ETF Portfolios (MEP) - Core
Capital Preservation Capital Preservation
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Capital preservation with high income

Recommended investment term is 1 year or more.

Risk Score 25 – Capital Preservation (Risk Score Range: 1-35)

Risk/Return payoff range: Investors that are comfortable suffering a loss of up to - 4% in pursuit of positive returns of up to +10% 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 Income Plus 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

Investment Strategy

54%
Bonds
28.1%
Cash
1.5%
Equity
10.09%
Foreign Equity
6.31%
Property

Suitable For

  • You are looking to preserve captial with a high degree of income.
  • You are risk averse with a focus on income
  • You are happy with an investment horizon of 1 year or greater
  • You are comfortable with a small amount of market fluctuation

Investment Objective

This portfolio aims to offer capital preservation with a high-income yield, targeting a return of inflation +1%.

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 - Income

Investment Charges

Bundle Fee: 0.75% P/A (excl VAT)

Transaction Costs: 0.06%

Underlying Total Expense Ratio (TER): 0.2%

Total Investment Cost: 1.01%

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.

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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.

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