Enhanced Conservative (Kilimanjaro)

Fund Description ›

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

Investment Strategy ›

50%
Bonds

0%
Cash

13.39%
Equity

25.77%
Foreign Equity

10.84%
Property

Equity Factor Allocations

25%
Quality

25%
Stability

25%
Momentum

25%
Value

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 and targeting a return of inflation +2%.

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 – Low Equity

Investment Charges ›

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

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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