Capital Growth
Recommended investment term is 5 years or more.
Risk Score 28 – Capital Growth (Risk Score Range: 20-45)
Risk/Return payoff range: Investors that are comfortable suffering a loss of up to -10% in pursuit of positive returns of up to +22% over a 6-month period.
Calculate your risk number here
Our Enhanced Range uses four main building blocks. across ETFs and individual shares to construct our portfolios: Value. Quality. Stability. and Momentum. Using our proprietary active asset management process. that is driven by algorithmic analysis of the market. we tactically manage allocations to the building blocks to optimize portfolio outcomes.
The Enhanced Income Plus portfolio 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
This portfolio aims to offer capital growth. targeting a return of inflation +6%.
ASISA SA - Multi Asset – High Equity
Bundle Fee: 1.00% P/A (excl VAT)
Transaction Costs: 0.22%
Underlying Total Expense Ratio (TER): 0.16%
Total Investment Cost: 1.39%
View Factsheet HERE
RA Investable | YES |
Launch Date | 2018/05/31 |
Benchmark | ASISA MA High Equity |
Minimum Time Horizon | 5 Years |
Management/Bundle Fee | 1.00% |
TER | 1.16% |
Estimated TC | 0.22% |
Estimated TIC | 1.38% |
Sep 2024 | 1.07% |
Last 3 Months | 7.11% |
Last 6 Months | 9.21% |
YTD | 10.17% |
Last 12 Months | 17.08% |
Last 3 Years | N/A |
Last 5 Years | N/A |
Since Inception | N/A |
Since Inception | 10.57% |
1 Year Volatility | 9.27% |
3 Year Volatility | 10.41% |
Best Month | 10.15% |
Worst Month | -9.48% |
Maximum Drawdown | -11.54% |
Bonds | 23.6% |
Property | 1.02% |
Cash | 2.25% |
Local Equity | 32.94% |
Foreign Equity | 40.19% |
Here is a list of companies/ETFs that make up this bundle.
Sector Foreign Equity |
Industry |
Sub Industry |
Industry Group Name |
Sector Financials |
Industry Banks |
Sub Industry Diversified Banks |
Industry Group Name Banks |
Sector Consumer Discretionary |
Industry Diversified Consumer Services |
Sub Industry Education Services |
Industry Group Name Consumer Services |
Sector Materials |
Industry Chemicals |
Sub Industry Specialty Chemicals |
Industry Group Name Materials |
Sector Consumer Staples |
Industry Beverages |
Sub Industry Brewers |
Industry Group Name Food, Beverage & Tobacco |
Sector Health Care |
Industry Pharmaceuticals |
Sub Industry Pharmaceuticals |
Industry Group Name Pharmaceuticals, Biotechnology |
Sector Consumer Staples |
Industry Food Products |
Sub Industry Packaged Foods & Meats |
Industry Group Name Food, Beverage & Tobacco |
Sector Materials |
Industry Metals & Mining |
Sub Industry Diversified Metals & Mining |
Industry Group Name Materials |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Food Distributors |
Industry Group Name Food & Staples Retailing |
Sector Industrials |
Industry Industrial Conglomerates |
Sub Industry Industrial Conglomerates |
Industry Group Name Capital Goods |
Sector Consumer Staples |
Industry Tobacco |
Sub Industry Tobacco |
Industry Group Name Food, Beverage & Tobacco |
Sector Information Technology |
Industry Software |
Sub Industry Application Software |
Industry Group Name Software & Services |
Sector Financials |
Industry Banks |
Sub Industry Diversified Banks |
Industry Group Name Banks |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Drug Retail |
Industry Group Name Food & Staples Retailing |
Sector Consumer Discretionary |
Industry Diversified Consumer Services |
Sub Industry Education Services |
Industry Group Name Consumer Services |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Drug Retail |
Industry Group Name Food & Staples Retailing |
Sector Financials |
Industry Diversified Financial Services |
Sub Industry Other Diversified Financial Se |
Industry Group Name Diversified Financials |
Sector Real Estate |
Industry Equity Real Estate Investment |
Sub Industry Diversified REITs |
Industry Group Name Real Estate |
Sector Materials |
Industry Metals & Mining |
Sub Industry Diversified Metals & Mining |
Industry Group Name Materials |
Sector Industrials |
Industry Transportation Infrastructure |
Sub Industry Marine Ports & Services |
Industry Group Name Transportation |
Sector Materials |
Industry Metals & Mining |
Sub Industry Gold |
Industry Group Name Materials |
Sector Financials |
Industry Capital Markets |
Sub Industry Diversified Capital Markets |
Industry Group Name Diversified Financials |
Sector Financials |
Industry Capital Markets |
Sub Industry Diversified Capital Markets |
Industry Group Name Diversified Financials |
Sector Health Care |
Industry Health Care Providers & Servic |
Sub Industry Health Care Facilities |
Industry Group Name Health Care Equipment & Servic |
Sector Financials |
Industry Insurance |
Sub Industry Life & Health Insurance |
Industry Group Name Insurance |
Sector Consumer Discretionary |
Industry Internet & Direct Marketing Re |
Sub Industry Internet & Direct Marketing Re |
Industry Group Name Retailing |
Sector Financials |
Industry Banks |
Sub Industry Diversified Banks |
Industry Group Name Banks |
Sector Financials |
Industry Capital Markets |
Sub Industry Asset Management & Custody Ban |
Industry Group Name Diversified Financials |
Sector Materials |
Industry Chemicals |
Sub Industry Diversified Chemicals |
Industry Group Name Materials |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Food Retail |
Industry Group Name Food & Staples Retailing |
Sector Financials |
Industry Capital Markets |
Sub Industry Asset Management & Custody Ban |
Industry Group Name Diversified Financials |
Sector Real Estate |
Industry Equity Real Estate Investment |
Sub Industry Diversified REITs |
Industry Group Name Real Estate |
Sector Financials |
Industry Capital Markets |
Sub Industry Asset Management & Custody Ban |
Industry Group Name Diversified Financials |
Sector Industrials |
Industry Industrial Conglomerates |
Sub Industry Industrial Conglomerates |
Industry Group Name Capital Goods |
Sector Financials |
Industry Insurance |
Sub Industry Life & Health Insurance |
Industry Group Name Insurance |
Sector Financials |
Industry Insurance |
Sub Industry Property & Casualty Insurance |
Industry Group Name Insurance |
Sector Bonds |
Industry |
Sub Industry |
Industry Group Name |
Sector Foreign Equity |
Industry |
Sub Industry |
Industry Group Name |
Sector Foreign Equity |
Industry |
Sub Industry |
Industry Group Name |
Sector Bonds |
Industry |
Sub Industry |
Industry Group Name |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Food Retail |
Industry Group Name Food & Staples Retailing |
Sector Consumer Discretionary |
Industry |
Sub Industry |
Industry Group Name |
Sector Financials |
Industry Banks |
Sub Industry Diversified Banks |
Industry Group Name Banks |
Sector Materials |
Industry |
Sub Industry |
Industry Group Name |
Sector Consumer Discretionary |
Industry Specialty Retail |
Sub Industry Apparel Retail |
Industry Group Name Retailing |
Sector Real Estate |
Industry Equity Real Estate Investment |
Sub Industry Retail REITs |
Industry Group Name Real Estate |
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