Emperor Logo.png
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
What's my risk number?

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.

Calculate your risk number here

Fund Description

The IP Global Momentum Equity Fund is a moderate to high risk, global, equity fund. The objective of this portfolio 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 proprietary ranking and weighting methodologies to select momentum, value and blue chip shares. Investments to be included in the IP Global Momentum Equity Fund will, apart from assets in liquid form, consist of equity securities and financial instruments and may include listed property. Investments will be primarily in foreign markets but there will be no restrictions on the geographic asset allocation.

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

Investment Strategy

0%
Bonds
0%
Cash
100%
Equity
0%
Foreign Equity
0%
Property

Equity Factor Allocations

0%
Quality
0%
Stability
100%
Momentum
0%
Value

Suitable For

  • This fund is suitable for investors who are looking for outperformance relative to the S&P500 Total Return Index and want long-term capital growth. The fund offers strategy diversification from traditional investment styles and offshore exposure.

Investment Objective

The objective of this portfolio is to achieve capital appreciation by following a quantitative medium to long term equity strategy investing primarily in foreign markets.

Benchmark

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)

Total Expense Ratio: 2.59%

Transaction Costs (TC): 0.06%

Total Investment Charge (TIC): 2.65%

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.

Invest now [COMING SOON]

Invest through Emperor Asset Management

Find out how to join a Unit Trust through Emperor Asset Management

Get started

What’s your risk number? Calculate now

Take our risk evaluation tool and understand your risk profile.

Get started now