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 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% |
Apr 2024 | -0.64% |
Last 3 Months | 8.00% |
Last 6 Months | -0.73% |
YTD | -0.64% |
Last 12 Months | -10.13% |
Last 3 Years | N/A |
Last 5 Years | N/A |
Since Inception | N/A |
Since Inception | 18.45% |
1 Year Volatility | 13.27% |
3 Year Volatility | 16.35% |
Best Month | 17.18% |
Worst Month | -13.04% |
Maximum Drawdown | -19% |
Bonds | 0% |
Property | 0% |
Cash | 0.39% |
Local Equity | 99.61% |
Foreign Equity | 0% |
Here is a list of companies/ETFs that make up this bundle. 939778
Sector Health Care |
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Sector Consumer Discretionary |
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Sector Health Care |
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Sub Industry |
Industry Group Name |
Sector Consumer Staples |
Industry |
Sub Industry |
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Sector Materials |
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Sub Industry |
Industry Group Name |
Sector Consumer Staples |
Industry |
Sub Industry |
Industry Group Name |
Sector Industrials |
Industry |
Sub Industry |
Industry Group Name |
Sector Information Technology |
Industry |
Sub Industry |
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Sector Consumer Staples |
Industry |
Sub Industry |
Industry Group Name |
Sector Consumer Discretionary |
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Sub Industry |
Industry Group Name |
Sector Materials |
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Sub Industry |
Industry Group Name |
Sector Industrials |
Industry |
Sub Industry |
Industry Group Name |
Sector Industrials |
Industry |
Sub Industry |
Industry Group Name |
Sector Health Care |
Industry |
Sub Industry |
Industry Group Name |
Sector Communication Services |
Industry |
Sub Industry |
Industry Group Name |
Sector Consumer Discretionary |
Industry |
Sub Industry |
Industry Group Name |
Sector Health Care |
Industry |
Sub Industry |
Industry Group Name |
Sector Materials |
Industry |
Sub Industry |
Industry Group Name |
Sector Consumer Discretionary |
Industry |
Sub Industry |
Industry Group Name |
Sector Financials |
Industry |
Sub Industry |
Industry Group Name |
Sector Industrials |
Industry |
Sub Industry |
Industry Group Name |
Sector Materials |
Industry |
Sub Industry |
Industry Group Name |
Sector Consumer Discretionary |
Industry |
Sub Industry |
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Sector Materials |
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Sector #N/A |
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EasyWealth is a product of First World Trader (Pty) Ltd t/a EasyEquities (registration number 1999/021265/07) which is an authorized Financial Services Provider (FSP number 22588) and a registered credit provider (NCRCP 12294).The contents of this website are for information purposes only. The information listed herein is of a factual nature and must not be construed as financial advice. The value of financial products can go down, as well as up, as a result of a variety of factors depending on the type of financial products such as a change in the value of the underlying investments, company profits, future prospects and more general market factors. An investor may not recoup the full amount invested. Source of performance data: EasyEquities platform. Past performance is not necessarily an indication of future performance. All performance figures reported are the actual performance of the model portfolio taken from the EasyEquities platform. Bundles without model portfolios (static weights) are excluded. The volatility is calculated as the annualised standard deviation of monthly percentage returns. For periods greater than 1 year, performance is annualised. Forecasts, illustrations, hypothetical data and examples are for illustrative purposes only and are not guaranteed to occur. Any projections contained in the information are estimates only and are not guaranteed to occur. The projections, if any, are subject to market influences and contingent upon matters outside the control of the company, so may not be realised in the future. The investment value, if any, of a financial product is not guaranteed.
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