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Risk 35 - Risk 70

Enhanced Flexible Equity (Everest)

Horizon > 5 Years
Risk Targeted
Account type ZAR
Managed Share Porfolios (MSP) - Enhanced Managed Share Porfolios (MSP) - Enhanced
Long Term Capital Growth Long Term Capital Growth
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Long-term Capital Growth

Recommended investment term is 5 years or more.

Risk Score 52 – Capital Growth (Risk Score Range: 35-70)

Risk/Return payoff range: Investors that are comfortable suffering a loss of up to -15% in pursuit of positive returns of up to +25% over a 6-month period.

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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 Flexible Equity 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

0%
Bonds
0%
Cash
68.19%
Equity
31.81%
Foreign Equity
0%
Property

Equity Factor Allocations

30%
Quality
30%
Stability
10%
Momentum
30%
Value

Suitable For

  • You are looking for high capital growth over the long term, in a diversified portfolio.
  • You are comfortable taking on significant risk through market fluctuations which could result in capital loss.
  • You are ideally investing for at least 5 years.

Investment Objective

This portfolio aims to offer long-term capital growth, targeting a return of inflation +8%.

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 – Flexible

Investment Charges

Bundle Fee: 1.00% P/A (excl VAT)

Transaction Costs: 0.18%

Underlying Total Expense Ratio (TER): 0.1%

Total Investment Cost: 1.28%

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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