About the Manager and Strategy

RISK
35-70

The Old Stithian Association

Old Stithian Global ETF Bundle

The first Matric Class in St Stithans College was in 1956 and this group wasted no time in taking the first steps in the formation of an Old Boys’ Association.  A steering committee was formed with Michael Lewis (1957) as Chairman and Ronald Rankin (1956) as Secretary with the purpose to arrange a Founders’ Day Dinner on 11 September 1959 in the Tudor Room at the Wanderers Club.

By the end of the year. the Committee had drawn up a Constitution which was adopted by a General Meeting.  The objects of the association were:

  1. to promote friendly intercourse between Old Boys of St Stithians College
  2. to organise Old Boys for the purpose of cricket. hockey. rugby tennis and other games.
  3. to assist financially Old Boys and their dependents and in various benevolent purposes in the interest of the boys of St Stithians College.
  4. to purchase. rent. lease. hold and dispose of any buildings or premises used for the members.
  5. to further the interests and prosperity of St Stithians College.
  6. to create and administer trusts to be used for the purpose.

Read more about the organisation HERE

The Old Stithian Association has asked Emperor Asset Management to create these #Bundles to empower Old Stithian Association and their members with investment portfolios. especially where Old Stithian members are involved in. or work at listed companies.

Bundles provide the investor with a managed portfolio. One transaction provides you with access to all these shares and are managed by Emperor Asset Management.

This global ETF bundle provides you with access to global exposure. within the TFSA (Tax Free Savings Account) and normal ZAR Account.

The underlying TER cost of this portfolio is 0.50%

Bundle Fee      2%

Calculate your RISK number HERE

This portfolio does not constitute advice.

Calculate your risk number

Bundle Information

RA Investable NO
Launch Date 2018/05/31
Benchmark MSCI World(ZAR)
Minimum Time Horizon 3 Years
RA ZAR TFSA USD

Percentage and Performance

Costs

Management/Bundle Fee 2.00%
TER 2.42%
Estimated TC 0.10%
Estimated TIC 2.52%

Performance

* Performance quoted excludes management / bundle fee's
May 2021 1.31%
Last 3 Months -3.34%
Last 6 Months 3.33%
YTD 0.50%
Last 12 Months 8.53%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Volatility

Since Inception 18.67%
1 Year Volatility 17.48%
3 Year Volatility 18.67%
Best Month 15.77%
Worst Month -7%
Maximum Drawdown -16.24%

Sector Allocation

Asset Allocation

Bonds 0%
Property 0%
Cash 0.09%
Local Equity 0%
Foreign Equity 99.91%

Constituents

Here is a list of companies/ETFs that make up this bundle.

Satrix Nasdaq 100 Feeder Portfolio
31.44%
Sector
Foreign Equity
Industry
Sub Industry
Industry Group Name
Satrix S&P 500 ETF
28.99%
Sector
Foreign Equity
Industry
Sub Industry
Industry Group Name
Sygnia Itrix 4th Industrial Rev Global Equity ETF
26.65%
Sector
Foreign Equity
Industry
Sub Industry
Industry Group Name
Satrix MSCI China Feeder Portfolio
12.79%
Sector
Industry
Sub Industry
Industry Group Name
Cash
0.10%
Sector
Industry
Sub Industry
Industry Group Name