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Risk 35 - Risk 70

IP Momentum Equity

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

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

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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