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
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
This portfolio aims to offer a unique and specific exposure to Value 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