About the Manager and Strategy


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

Calculate your risk number

Bundle Information

RA Investable NO
Launch Date 2019/03/01
Benchmark JSE Top 40 Index
Minimum Time Horizon 5 Years

Percentage and Performance


Management/Bundle Fee 1.00%
TER 0.00%
Estimated TC 0.18%
Estimated TIC 1.18%


* Performance quoted excludes management / bundle fee's
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

Bundle NAV

Asset Allocation

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

Adcock Ingram Holdings Limited
Advtech Limited
Aspen Pharmacare Holdings Limited
AVI Limited
BHP Group Limited
Bid Corporation Limited
Bidvest Limited
Bytes Technology Group Plc
Clicks Group Limited
Compagnie Financiere Richemont SA
Glencore PLC
Grindrod Limited
Hudaco Industries Limited
Life Healthcare Group
MTN Group Limited
Naspers Limited
Netcare Limited
Omnia Holdings Limited
Prosus N.V
Remgro Limited
Reunert Limited
South32 Limited
Southern Sun Limited
Thungela Resources Limited