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
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
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%.
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
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
See the factsheet here for more information