Value Building Block

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 ›

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.

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