Long Term Capital Growth
Recommended investment term is 5 years or more.
Risk Score 52 – Capital Growth (Risk Score Range: 35-70)
Risk/Return payoff range: Investors that are comfortable suffering a loss of up to -10% in pursuit of positive returns of up to +16% over a 6-month period.
Calculate your risk number here
The IP Balanced Fund aims to achieve moderate capital appreciation with reasonable volatility within the prudential asset allocation constraints. The asset allocation of the fund will be varied according to the manager’s view on the macroeconomic outlook as well as the attractiveness of each asset class. The portfolio is constructed using proprietary ranking and weighting methodologies to select momentum, growth, value and quality shares.
See more about Emperor Asset Management’s Investment Philosophy and Methodology here
The IP Balanced Fund aims to achieve moderate capital appreciation with reasonable volatility within the prudential asset allocation constraints.
We use a benchmark as a way to compare and measure our performance against another fund. For this portfolio, we are using:
South Africa –Multi Asset –High Equity Average
Management Fee: 1%
Total Expense Ratio: N/A*
Transaction Cost (TC): N/A*
Total Investment Charges (TIC): N/A*
*The TER and Transaction Costs cannot be determined accurately because of the short life span of the Financial Product.
See the factsheet here for more information