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
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
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.
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)
Total Expense Ratio: 2.59%
Transaction Costs (TC): 0.06%
Total Investment Charge (TIC): 2.65%
See the factsheet here for more information