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Risk 50 - Risk 90

Value 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.

Calculate your risk number here

Fund Description

We use a variety of indicators to determine which companies are trading at a discount to their fair value and hence fit into our Value building block. These include multiples such as price-to-earnings and free cash flow yield, which commonly indicate the likelihood of a company reverting to its mean after large market dislocations that push prices away from fair value.

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
0%
Momentum
100%
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 Value 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 (excl VAT)

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.

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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.

Invest now

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