About the Manager and Strategy

RISK
35-70

Emperor International Equity Bundle

 

Long-term Capital Growth

Recommended investment term is 5 years or more.

Risk Score 52 – Capital Growth (Risk Score Range: 35-70)

Risk/Return payoff range: Investors that are comfortable suffering a loss of up to -15% in pursuit of positive returns of up to +25% over a 6-month period.

Calculate your risk number here

Fund Description›

Our Enhanced Range uses four main building blocks. across ETFs and individual shares to construct our portfolios: Value. Quality. Stability. and Momentum.

 

Using our asset management process. which is driven by algorithmic analysis of the market. we tactically manage allocations to these building blocks to optimize portfolio outcomes. The Enhanced Income Plus portfolio. through Emperor’s proprietary algorithms. strategically blends Asset Classes (Cash. Bonds. Equity and Property). locally and abroad. to achieve the desired return and risk outcome.

 

See more about Emperor Asset Management’s investment philosophy and methodology here

 

Suitable For

      • You are looking for high capital growth over the long term. in a diversified portfolio.

    • 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 Charges

 

Bundle Fee: 0.75% P/A (excl VAT)

 

Transaction Costs (Expected) 0.10%

 

Underlying Total Expense Ratio (TER): 0.95%

 

Total Investment Cost: 1.80%

Calculate your risk number

Bundle Information

RA Investable NO
Launch Date 2018/08/01
Benchmark S&P 500 Index
Minimum Time Horizon 5 Years
RA ZAR TFSA USD

Percentage and Performance

Costs

Management/Bundle Fee 0.75%
TER 0.85%
Estimated TC 0.10%
Estimated TIC 0.95%

Performance

* Performance quoted excludes management / bundle fee's
Apr 2021 -2.42%
Last 3 Months -2.06%
Last 6 Months 9.92%
YTD -2.06%
Last 12 Months 59.15%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Volatility

Since Inception 21.01%
1 Year Volatility 24.78%
3 Year Volatility 21.01%
Best Month 15.38%
Worst Month -10.37%
Maximum Drawdown -16.07%

Sector Allocation

Asset Allocation

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

Constituents

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

Vanguard S&P 500 ETF
26.28%
Sector
Equity
Industry
Sub Industry
Industry Group Name
Invesco QQQ Trust
26.05%
Sector
Equity
Industry
Sub Industry
Industry Group Name
Ishares Edge MSCI USA Moment Factor ETF
12.23%
Sector
Equity
Industry
Sub Industry
Industry Group Name
Trade Desk Inc - A Equity
9.00%
Sector
Information Technology
Industry
Sub Industry
Industry Group Name
Cash
5.35%
Sector
Industry
Sub Industry
Industry Group Name
Square Inc
4.67%
Sector
Information Technology
Industry
Sub Industry
Industry Group Name
Microsoft Corp
4.07%
Sector
Information Technology
Industry
Sub Industry
Industry Group Name
Mastercard Inc - A
3.48%
Sector
Information Technology
Industry
Sub Industry
Industry Group Name
Amazon.Com Inc
3.19%
Sector
Consumer Discretionary
Industry
Sub Industry
Industry Group Name
Home Depot Inc
3.01%
Sector
Consumer Discretionary
Industry
Sub Industry
Industry Group Name
Paypal Holdings Inc
2.72%
Sector
Information Technology
Industry
Sub Industry
Industry Group Name