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Risk 50 - Risk 90

IP Global Momentum Equity (TFSA)

Horizon > 5 Years
Equity Only
Account type Unit Trusts
Managed Share Porfolios (MSP) - Enhanced Managed Share Porfolios (MSP) - Enhanced
Aggressive Growth Aggressive Growth
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Long Term Capital Growth

Recommended investment term is 5 years or more.

Risk Score 74 – Capital Growth (Risk Score Range: 50-90)

Risk/Return payoff range: Investors that are comfortable suffering a loss of up to -17% in pursuit of positive returns of up to +24% over a 6-month period.

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Fund Description

Our Enhanced Range uses four main building blocks, to construct our portfolios: Value, Quality, Stability, and Momentum.

The IP Global Momentum Equity Fund is a moderate to high risk, global, equity fund. The objective of this is to achieve capital appreciation by following a quantitative medium to long term equity strategy investing primarily in foreign markets. The portfolio is constructed using optimal combinations of our factor building blocks.

See more about Emperor Asset Management’s Investment Philosophy and Methodology here

Investment Strategy

Foreign Equity

Equity Factor Allocations


Suitable For

  • You are looking for high capital growth over the long term though exposure to a specific factor strategy.
  • 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.
  • You are looking for diversification from traditional investment styles.

Investment Objective

This portfolio aims to offer a unique and specific exposure to Global equity, with optimal exposure to the factor building blocks. The portfolio is focused on Long Term Capital Growth and targeting a return of inflation +9%.


We use a benchmark as a way to compare and measure our performance against another fund. For this portfolio, we are using:

S&P 500 Total Return Index

Investment Charges (excl VAT)

Management Fee: 1.5% or 0* P/A (excl VAT)

Performance Fee: 20% above benchmark

Transaction Costs: 0.1%

Transaction costs are estimated over a 3 year annualised period


See the factsheet here for more information

Investment Options

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