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
The Stability building block comprises companies that exhibit lower volatility. Such companies, all around the world, tend to outperform the broader market at a lower risk. Emperor’s Stability building block portfolio invests in companies whose volatility is measured over periods of both one and three years.
See more about Emperor Asset Management’s Investment Philosophy and Methodology here
This portfolio aims to offer a unique and specific exposure to stability 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