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Risk 35 - Risk 70

IP Balanced Fund

Horizon > 5 Years
Equity Only
Account type ZAR
Managed Share Porfolios (MSP) - Enhanced Managed Share Porfolios (MSP) - Enhanced
Aggressive Growth Aggressive Growth
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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.

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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

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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Invest through EasyEquities

If you are new to investing and prefer the human touch, investing on EasyEquities will provide an easy and fun way to achieve your investment goals.

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