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 RA portfolio is constructed to comply with the investment criteria governing retirement funds (regulation 28)
This portfolio aims to offer capital preservation, 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: 0.26% P/A (excl VAT)
Transaction Costs: 0.11%
Underlying Total Expense Ratio (TER): 0.23%
RA Admin Fee: 0.30%
Total Investment Cost: 0.90%
Transaction costs are estimated over a 3 year annualised period
See the factsheet here for more information