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
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
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
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