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 Enhanced Range uses four main building blocks, across ETFs and individual shares to construct our portfolios: Value, Quality, Stability, and Momentum. Using our proprietary active asset management process, that is driven by algorithmic analysis of the market, we tactically manage allocations to the building blocks to optimize portfolio outcomes.
The Enhanced Income Plus portfolio 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%.
This portfolio aims to offer capital growth, targeting a return of inflation +6%.
ASISA SA - Multi Asset – High Equity
Bundle Fee: 1.00% P/A (excl VAT)
Transaction Costs: 0.22%
Underlying Total Expense Ratio (TER): 0.16%
Total Investment Cost: 1.39%
Transaction costs are estimated over a 3 year annualised period
See the factsheet here for more information