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Risk 20 - Risk 45

Core Moderate (Denali)

Horizon > 3 Years
Risk Targeted
Account type ZAR
Managed ETF Portfolios (MEP) - Core Managed ETF Portfolios (MEP) - Core
Capital Growth with High Income Capital Growth with High Income
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Capital Growth with High Income

Recommended investment term is 3 years or more.

Risk Score 33 – Conservative (Risk Score Range: 20-45)

Risk/Return payoff range: Investors that are comfortable suffering a loss of up to - 6% in pursuit of positive returns of up to +16% 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

Investment Strategy

Foreign Equity

Suitable For

  • You are looking for a reliable capital growth profile over the long term, with a focus on higher income return.
  • You are ideally investing for at least 3 years.
  • You are comfortable taking on a degree of risk through market fluctuations which could result in some capital loss.

Investment Objective

The goal is to offer Capital Growth with High Income and targeting a return of inflation +4%.


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 – Medium Equity

Investment Charges (excl VAT)

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

Transaction Costs: 0.11%

Underlying Total Expense Ratio (TER): 0.23%

Total Investment Cost: 1.09%

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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