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Risk 20 - Risk 45

Enhanced Moderate (Denali)

Horizon > 3 Years
Risk Targeted
Account type ZAR
Managed Share Porfolios (MSP) - Enhanced Managed Share Porfolios (MSP) - Enhanced
Capital Growth with High Income Capital Growth with High Income
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Capital Growth with High Income

Recommended investment term is 3 years or more.
Risk Score 33 – Conservative (Risk Score Range: 20-45)

Risk/Return payoff range: Investors that are comfortable suffering a loss of up to - 6% in pursuit of positive returns of up to +16% 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 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

Investment Strategy

35%
Bonds
5%
Cash
25.23%
Equity
25.77%
Foreign Equity
9%
Property

Equity Factor Allocations

25%
Quality
25%
Stability
25%
Momentum
25%
Value

Suitable For

  • You are looking for a reliable capital growth profile over the long term, with a focus on higher income returns.
  • You are ideally investing for at least 3 years.
  • You are comfortable taking on a degree of risk through market fluctuations which could result in some capital loss.

Investment Objective

This portfolio aims to to offer Capital Growth with High Income and targeting a return of inflation +4%.

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 – Medium Equity

Investment Charges

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

Transaction Costs: 0.1%

Underlying Total Expense Ratio (TER): 0.17%

Total Investment Cost: 1.26%

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.

Invest now

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