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Our portfolios can be applied to various Emperor investment accounts including a Tax Free Savings Account (TFSA), Retirement Annuity (RA), Unit Trust or Discretionary. Discretionary accounts are those which don’t have the same restrictions that the others do, and can contain both equities and Exchange Traded Funds (ETFs).

Quality

Managed Factor Share Portfolios (MFSP) -

Building Blocks

Invest in one of our portfolios which uses a combination of these building blocks, or create your own portfolio by selecting and investing in the ones which align with your style.

The intrepid adventurer knows that it doesn’t take just one skill to conquer a mountain. Having a few different building blocks helps diversify your portfolio, so that when conditions aren’t ideal in one area of the market, or mountain, you only catch a few drops instead of having to tread through a monsoon. It enhances returns and reduces the length of underperforming periods, both in terms of volatility and maximum drawdown.

This is why we’ve used a few different building blocks in the make up of our portfolios. Each one is uniquely put together with a combination of the below to deliver on a specific investment goal, taking into account the associated risks.

 

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Kilimanjaro

Managed ETF Portfolios (MEP) -Core

Core Managed ETF Portfolios cater to a range of risk profiles from conservative to aggressive. These portfolios blend a variety of asset classes: local cash, bonds, property, and both local and international equities and use only ETFs (Exchange Traded Funds) in their construction.

Like how we select assets for our building blocks, we use algorithms to allocate investments to each asset class with the goal to achieve a targeted risk and return outcome. Each of the Core portfolios is associated with a risk range. The higher this number is, the more investment will be allocated higher-risk asset classes such as equity - with a corresponding increase in expected returns.

Core portfolios are also available in RA and TFSA accounts and are constructed to comply with the investment criteria governing retirement funds (regulation 28) and TFSA funds respectively.

 

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Global-momentum-1

Managed Share Portfolios (MSP) -Enhanced

Our Managed Share Portfolios Enhanced Range offers pure equity portfolios for the more aggressive investor as well as enhanced variations of our Core range (risk targeted portfolios). Enhanced Portfolios cater to a range of risk profiles from conservative to aggressive. These portfolios offer a more sophisticated investment approach targeting returns in excess of, and risk that this similar to or less than, their selected benchmarks. Our algorithms analyse the relationship between risk factors over various economic and market cycles and invest in each of our equity building blocks, or variation thereof, based on that analysis.

Enhanced portfolios are also available in RA accounts and are constructed to comply with the investment criteria governing retirement funds (Regulation 28).

 

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Edmund-hillary

Managed Leveraged Portfolios (MLP) - Alternative

Our leveraged equity portfolios are designed for the more sophisticated investor seeking strategy diversification and enhanced returns. Our algorithms analyse the relationship between risk factors over various economic and market cycles and we invest in each of our equity factor building blocks based on that analysis. Through the use of derivative instruments we are able to position the portfolios both long and short to maximise portfolio outcomes.

Proprietary algorithms are utilized to determine optimal exposure levels and to facilitate sector and share weights, investment style and sector rotation to fully capture excess returns.

 

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