About the Manager and Strategy


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
Calculate your risk number

Bundle Information

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

Percentage and Performance


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


* Performance quoted excludes management / bundle fee's
May 2022 0.72%
Last 3 Months 4.64%
Last 6 Months 5.05%
YTD 2.40%
Last 12 Months 9.84%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV


Since Inception 4.77%
1 Year Volatility 3.31%
3 Year Volatility 5.17%
Best Month 4.68%
Worst Month -4.15%
Maximum Drawdown -5.45%

Sector Allocation

Asset Allocation

Bonds 48.33%
Property 0%
Cash 34.22%
Local Equity 11.94%
Foreign Equity 5.51%


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