IP Momentum Equity (TFSA)

Fund Description ›

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

Using various combinations and variations of our building blocks exclusive to South African equity, the IP Momentum Equity Unit Trust targets maximum returns from pure equities at the lowest risk possible. A minimum exposure of 80% will be maintained to SA Equities always and a maximum of around 95%.

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 ›

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 South African 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%.

Benchmark ›

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

FTSE/JSE Top 40

Investment Charges ›

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

Performance Fee: 20% above benchmark

Transaction Costs: 0.35%

Transaction costs are estimated over a 3 year annualised period

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.

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