Emperor IP Balanced Fund (TFSA)

• 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.

The Emperor 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