About the Manager and Strategy

RISK
1-35

Our Core portfolio range utilises only Exchange Traded Funds (ETFs) in its portfolio construction.

The Core 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 seeking capital preservation with a high degree of income.
  • You are risk averse with a focus on income
  • You are happy with an investment horizon of 1 year or greater
  • You are comfortable with a small amount of market fluctuation
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Bundle Information

RA Investable NO
Launch Date
Benchmark CPI+1%
Minimum Time Horizon 1 Year
RA ZAR TFSA USD

Percentage and Performance

Costs

Management/Bundle Fee 0.75%
TER 0.95%
Estimated TC 0.06%
Estimated TIC 1.01%

Performance

* Performance quoted excludes management / bundle fee's
May 2021 1.21%
Last 3 Months 1.21%
Last 6 Months 7.06%
YTD 2.33%
Last 12 Months 12.44%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Volatility

Since Inception 5.01%
1 Year Volatility 5.97%
3 Year Volatility 5.24%
Best Month 4.68%
Worst Month -4.15%
Maximum Drawdown -5.45%

Sector Allocation

Asset Allocation

Bonds 49.13%
Property 0%
Cash 36.15%
Local Equity 9.43%
Foreign Equity 5.29%

Constituents

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