Long Term Capital Growth
Recommended investment term is 5 years or more.
Risk Score ? – Capital Growth (Risk Score Range: ?)
Risk/Return payoff range: Investors that are comfortable suffering a loss of up to -?% in pursuit of positive returns of up to +?% over a 6-month period.
Calculate your risk number here
Our Momentum building block takes both price momentum and price revisions into consideration. This entails investing in companies that have a strong past performance, as well as those that demonstrate strong forward earnings or sales momentum. These factors are strongly correlated. Emperor’s Momentum building block selects companies based on their price momentum over six months and one year, weighting them according to our proprietary momentum “z score”.
See more about Emperor Asset Management’s Investment Philosophy and Methodology here
This portfolio aims to offer a unique and specific exposure to momentum shares in the South African Equity Market.
We use a benchmark as a way to compare and measure our performance against another fund. For this portfolio, we are using:
ASISA SA – General Equity
Bundle Fee: 0.75% P/A (excl VAT)
Transaction Costs: 0.45%
Underlying Total Expense Ratio (TER): 0.00%
Total Investment Cost: 1.2%
Transaction costs are estimated over a 3 year annualised period
See the factsheet here