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 EasyAssetManagement’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 EasyAssetManagement and GIFS
Investment Charges
Bundle Fee: 1.00% P/A (excl. VAT)
Expected Transaction Costs: 0.28%
Total Investment Cost: 1.28%
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 |
Share:
| Management/Bundle Fee | 1.00% |
| TER | 0.00% |
| Estimated TC | 0.18% |
| Estimated TIC | 1.18% |
| Oct 2024 | 5.45% |
| Last 3 Months | 8.89% |
| Last 6 Months | 15.56% |
| YTD | 14.89% |
| Last 12 Months | 22.37% |
| Last 3 Years | N/A |
| Last 5 Years | N/A |
| Since Inception | N/A |
| Bonds | 0% |
| Property | 0% |
| Cash | 3.44% |
| Local Equity | 96.56% |
| Foreign Equity | 0% |
Here is a list of companies/ETFs that make up this bundle.
