Denali Growth and Income Basket

Created by: Emperor Asset Management

Available on: EasyEquities Account TFSA Account

Risk score range: 35-70

A risk score in this range represents investors that are comfortable suffering a loss of up to -10% in pursuit of positive returns of up to +15% over a six-month period. This investor is often referred to as a moderate investor.

This group want to achieve both capital growth and investment income. Investment strategies that qualify favour assets that offer certainty of return over the uncertainty of return. However, they do strive to strike a good balance of growth and income and in order to achieve this must be comfortable with enduring reasonable short-term losses of their capital in exchange for longer term gains.

This is achieved through asset allocation and then by identifying the best performing qualifying assets capable of delivering the return objectives of the investor with a 95% probability of staying within the investors comfort zone. E.g. the average investor for this group is represented by a risk score of 50.

Available on: EasyEquities and TFSA accounts

Basket Fee: 0.5%

Calculate your risk number here

Portfolios with this risk number are targeting an annual return of inflation +6% or approximately +12%

There are no guarantees this targeted return will be earned.

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Denali Growth and Income Basket
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Prices quoted are delayed. Trades are executed at the live price on the underlying exchange at the time your order is received, as a result the price that you invest at may differ from the price displayed. Further to this you are investing at the Offer Price which is the price at which sellers are currently prepared to sell. The difference between all three prices quoted is an indication of the current interest investors have in this share. The bigger the difference between the prices, the smaller the interest/liquidity in the share i.e. there are limited buyers and sellers of this share. Investors should be cautious when buying or selling shares with lower liquidity. Where the % Weight cannot be equally distributed, a weight adjustment will be made to the last instrument in the bundle.