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.
Calculate your risk number here
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
This portfolio aims to offer a unique and specific exposure to qulaity 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: 0.10%
Underlying Total Expense Ratio (TER): 0.00%
Total Investment Cost: 0.85%
Transaction costs are estimated over a 3 year annualised period
See the factsheet here