Enhanced Shariah Equity
Long-term Capital Growth
Recommended investment term is 5 years or more.
Risk Score 53 – Capital Growth (Risk Score Range: 50-90)
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 individual shares to construct our portfolios: Value. Quality. Stability. and Momentum.
Our asset management process is driven by algorithmic analysis of the market data which blends together a portfolio of shares that exhibit value. quality. stability and momentum characteristics.
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.
Shariah Oversight
The Shariah bundle oversight is monitored by Mufti Ismail Ebrahim Desai a part of GIFS (Global Islamic Financial Services Firm). Click here to learn more about GIFS.
READ HERE for more information about Emperor asset management and GIFS
Investment Charges
Bundle Fee: 1.00% P/A (excl. VAT)
Expected Transaction Costs: 0.28%
Total Investment Cost: 1.28%
View Factsheet
NB Please ensure to send an email to info@emperor.co.za with your EasyEquities EE Account number to ensure our staff mark your account as Shariah Compliant.
View the Certificate here
RA Investable | NO |
Launch Date | 2019/03/01 |
Benchmark | JSE Top 40 Index |
Minimum Time Horizon | 5 Years |
Management/Bundle Fee | 1.00% |
TER | 0.00% |
Estimated TC | 0.18% |
Estimated TIC | 1.18% |
May 2022 | 12.34% |
Last 3 Months | 17.23% |
Last 6 Months | 16.52% |
YTD | 13.10% |
Last 12 Months | 16.07% |
Last 3 Years | N/A |
Last 5 Years | N/A |
Since Inception | N/A |
Since Inception | 19.62% |
1 Year Volatility | 16.97% |
3 Year Volatility | 19.62% |
Best Month | 17.18% |
Worst Month | -8.49% |
Maximum Drawdown | -14.95% |
Bonds | 0% |
Property | 0% |
Cash | 7.03% |
Local Equity | 92.97% |
Foreign Equity | 0% |
Here is a list of companies/ETFs that make up this bundle.
Sector Consumer Discretionary |
Industry Internet & Direct Marketing Re |
Sub Industry Internet & Direct Marketing Re |
Industry Group Name Retailing |
Sector Consumer Discretionary |
Industry Internet & Direct Marketing Re |
Sub Industry Internet & Direct Marketing Re |
Industry Group Name Retailing |
Sector Consumer Discretionary |
Industry Textiles, Apparel & Luxury Goo |
Sub Industry Apparel, Accessories & Luxury |
Industry Group Name Consumer Durables & Apparel |
Sector Materials |
Industry Metals & Mining |
Sub Industry Steel |
Industry Group Name Materials |
Sector Materials |
Industry Metals & Mining |
Sub Industry Precious Metals & Minerals |
Industry Group Name Materials |
Sector Health Care |
Industry Pharmaceuticals |
Sub Industry Pharmaceuticals |
Industry Group Name Pharmaceuticals, Biotechnology |
Sector Materials |
Industry Metals & Mining |
Sub Industry Diversified Metals & Mining |
Industry Group Name Materials |
Sector Energy |
Industry Oil, Gas & Consumable Fuels |
Sub Industry Coal & Consumable Fuels |
Industry Group Name Energy |
Sector Materials |
Industry Metals & Mining |
Sub Industry Diversified Metals & Mining |
Industry Group Name Materials |
Sector Materials |
Industry Metals & Mining |
Sub Industry Precious Metals & Minerals |
Industry Group Name Materials |
Sector |
Industry |
Sub Industry |
Industry Group Name |
Sector Materials |
Industry Metals & Mining |
Sub Industry Gold |
Industry Group Name Materials |
Sector Materials |
Industry Metals & Mining |
Sub Industry Precious Metals & Minerals |
Industry Group Name Materials |
Sector Materials |
Industry Metals & Mining |
Sub Industry Precious Metals & Minerals |
Industry Group Name Materials |
Sector Consumer Discretionary |
Industry Specialty Retail |
Sub Industry Apparel Retail |
Industry Group Name Retailing |
Sector Consumer Discretionary |
Industry Specialty Retail |
Sub Industry Home Improvement Retail |
Industry Group Name Retailing |
Sector Materials |
Industry Chemicals |
Sub Industry Diversified Chemicals |
Industry Group Name Materials |
Sector Materials |
Industry Chemicals |
Sub Industry Specialty Chemicals |
Industry Group Name Materials |
Sector Health Care |
Industry Health Care Providers & Servic |
Sub Industry Health Care Facilities |
Industry Group Name Health Care Equipment & Servic |
Sector Communication Services |
Industry Diversified Telecommunication |
Sub Industry Integrated Telecommunication S |
Industry Group Name Telecommunication Services |
Sector Materials |
Industry Metals & Mining |
Sub Industry Gold |
Industry Group Name Materials |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Food Distributors |
Industry Group Name Food & Staples Retailing |
Sector Communication Services |
Industry Wireless Telecommunication Ser |
Sub Industry Wireless Telecommunication Ser |
Industry Group Name Telecommunication Services |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Drug Retail |
Industry Group Name Food & Staples Retailing |
Sector Materials |
Industry Paper & Forest Products |
Sub Industry Paper Products |
Industry Group Name Materials |
Sector Materials |
Industry Paper & Forest Products |
Sub Industry Paper Products |
Industry Group Name Materials |
Sector Consumer Staples |
Industry Food Products |
Sub Industry Packaged Foods & Meats |
Industry Group Name Food, Beverage & Tobacco |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Food Retail |
Industry Group Name Food & Staples Retailing |
Sector Communication Services |
Industry Wireless Telecommunication Ser |
Sub Industry Wireless Telecommunication Ser |
Industry Group Name Telecommunication Services |
Sector Industrials |
Industry Air Freight & Logistics |
Sub Industry Air Freight & Logistics |
Industry Group Name Transportation |
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