About the Emperor IP Global Momentum Equity A

The Emperor IP Global Momentum Equity Fund is a moderate to high risk, global, equity fund. The objective of this portfolio is to achieve capital appreciation by following a quantitative medium to long term equity strategy investing primarily in foreign markets. The portfolio is constructed using proprietary ranking and weighting methodologies to select momentum, value and blue chip shares. Investments to be included in the Emperor IP Global Momentum Equity Fund will, apart from assets in liquid form, consist of equity securities and financial instruments and may include listed property. Investments will be primarily in foreign markets but there will be no restrictions on the geographic asset allocation.

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Bundle Information

Fund Classification undefined
Benchmark S&P500 Total Return Index
Fund/lnception Date Jun 30, 2016
Risk Profile
Unit Trust Name Emperor IP Global Momentum Equity A
Income Distribution Annually (March)


  • 1M RTN
    3M RTN
    6M RTN
    1 YR RTN
  • Zoom Level
    • 1M
    • 3M
    • 6M
    • 1Y
    • MAX
Fund Size NAV TRI
R 35 266 095 252568 226.654583

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Percentage and Performance


Annual Manager 1.15%
Performance Fee N/A
TER 1.54%
Transaction Cost 0.55%


Jun 2022 -2.39%
1 Month -12.37%
1 Year -30.24%
3 Months -11.63%
6 Months -26.44%
YTD -28.65%
3 Years 13.04%
5 Years 15.07%


Last Payable Date
Last Payable Amount
Next Payable Date
Next Payable Amount


Daily Risk

3 Years Absolute Return 35.76%
3 Years Maximum Drawdown 43.73%
5 Years Absolute Return 97.24%
5 Years Maximum Drawdown 43.73%

Monthly Risk

3 Years Sharpe 1.71%
3 Years Sortino 0.76%
3 Years Standard Deviation 27.98%
5 Years Sharpe 1.78%
5 Years Sortino 0.81%
5 Years Standard Deviation 25.79%

Sector Allocation

Foreign Invest
Foreign Invest
Foreign Invest
Foreign Property
Foreign Invest
Foreign Invest
Foreign Invest
For Currency
Foreign Invest
For Currency