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Risk 50 - Risk 90

Quality Building Block

Horizon > 5 Years
Equity Only
Account type ZAR
Managed Factor Share Portfolios (MFSP) - Building Blocks Managed Factor Share Portfolios (MFSP) - Building Blocks
Long Term Capital Growth Long Term Capital Growth
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Long Term Capital Growth

Recommended investment term is 5 years or more.

Risk Score 74 – Capital Growth (Risk Score Range: 50-90)

Risk/Return payoff range: Investors that are comfortable suffering a loss of up to -17% in pursuit of positive returns of up to +24% over a 6-month period.

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Fund Description

Our Quality building block focusses on profitable companies that deliver consistent earnings and so provide a margin of safety over time. Dividends play a vital role in determining a company’s quality, so we use our proprietary dividend-weighting methodology to construct the Quality building block.

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

100%
Quality
0%
Stability
0%
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.

Investment Objective

This portfolio aims to offer a unique and specific exposure to qulaity shares in the South African Equity Market.

Benchmark

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

Investment Charges

Bundle Fee: 0.75% P/A (excl VAT)

Transaction Costs: 0.10%

Underlying Total Expense Ratio (TER): 0.00%

Total Investment Cost: 0.85%

Transaction costs are estimated over a 3 year annualised period

Performance

See the factsheet here

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.

Invest now [COMING SOON]

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.

Invest now

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