Long-term Capital Growth
Recommended investment term is 5 years or more.
Risk Score 52 – Capital Growth (Risk Score Range: 35-70)
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
Our Enhanced Range uses four main building blocks. across ETFs and individual shares to construct our portfolios: Value. Quality. Stability. and Momentum.
Using our asset management process. which is driven by algorithmic analysis of the market. we tactically manage allocations to these building blocks to optimize portfolio outcomes. The Enhanced 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
Bundle Fee: 0.75% P/A (excl VAT)
Transaction Costs (Expected) 0.10%
Underlying Total Expense Ratio (TER): 0.95%
Total Investment Cost: 1.80%
| RA Investable | NO |
| Launch Date | 2018/08/01 |
| Benchmark | S&P 500 Index |
| Minimum Time Horizon | 5 Years |
| Management/Bundle Fee | 0.75% |
| TER | 0.85% |
| Estimated TC | 0.10% |
| Estimated TIC | 0.95% |
| Apr 2024 | -0.73% |
| Last 3 Months | 18.93% |
| Last 6 Months | 4.89% |
| YTD | -0.73% |
| Last 12 Months | 22.08% |
| Last 3 Years | N/A |
| Last 5 Years | N/A |
| Since Inception | N/A |
| Bonds | 0% |
| Property | 0% |
| Cash | 0% |
| Local Equity | 0% |
| Foreign Equity | 0% |
Here is a list of companies/ETFs that make up this bundle.
