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.
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 Conservative 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
This portfolio aims to offer capital preservation and 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
Bundle Fee: 1.00% P/A (excl VAT)
Transaction Costs: 0.1%
Underlying Total Expense Ratio (TER): 0.2%
Total Investment Cost: 1.3%
Transaction costs are estimated over a 3 year annualised period
See the factsheet here for more information
Choose a desired target return, and based on your risk preferences the Robo will provide you with an investment strategy to achieve your goals.
Invest now [COMING SOON]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© Emperor Asset Management (Pty) Ltd (registration number 2010/019682/07) is an authorised financial services provider (FSP number 44978). Please click here for more info about our B-BBEE procurement recognition level.
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