IP Balanced Fund

Fund Description ›

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

Investment Strategy ›

20%
Bonds

0%
Cash

45%
Equity

30%
Foreign Equity

5%
Property

Equity Factor Allocations

0%
Quality

0%
Stability

100%
Momentum

0%
Value

Suitable For ›

This fund is suitable for investors who are looking to achieve moderate capital appreciation by varying the asset allocation within the prudential guidelines. The fund offers strategy diversification from traditional investment styles.

Investment Objective ›

The IP Balanced Fund aims to achieve moderate capital appreciation with reasonable volatility within the prudential asset allocation constraints.

Benchmark ›

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

Investment Charges (excl VAT)›

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.

Performance ›

See the factsheet here for more information

Investment Options

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IP Balanced Fund (TFSA)