Denali Growth and Income Bundle

Bundle Provider: Emperor Asset Management

Available on: EasyEquities Account TFSA Account

About the Manager:

Emperor Asset Management provides a unique range of asset management products including unit trusts, segregated portfolios and hedge funds and now bundles and baskets on the EasyEquities platform. Each of our investment strategies leverages off our unique, quantitative, momentum style approach, which has a track record of benchmark beating returns. Tailored risk and return, real-time access and aligned performance fee structures are some of the characteristics that set us apart. At the heart of everything we do is our pioneering spirit, giving you the opportunity to see more, to learn more, to discover more. Through our approach to asset management, backed by our expertise and proven track record, not only do we find new investment opportunities, we create them.


Income Yield:
Medium to High
Capital Growth:
Low to Medium
Investment Risk:
Low to Medium
Time Horizon:
> 3 years
Return Objectives:
Capital Growth with High Income
Targeted Return:*
Inflation +4
Risk/Return payoff range:**:
Investors that are comfortable suffering a loss of up to -6% in pursuit of positive returns of up to +16% over a six-month period.

Asset Allocation:

Is this bundle for you?

  1. You are looking for a reliable capital growth profile over the long term, with a focus on higher income return.
  2. You are ideally investing for at least 3 years.
  3. You are comfortable taking on a degree of risk through market fluctuations which could result in some capital loss.
Our investment bundles are suitable for various investment goals
The Denali bundle could be great for investing for big purchase goals such as a deposit for a car.
Monthly Contributions of R1200pm which will equal to total contribitions of R43,200.00
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Start of goal
R1200 pm
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Investment goal
R50 000
target
Period
4 Years
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Value after investment period
R50,556.00*
Total gains: R7,356.00 calculated at 10% returns p/a
*This is for illustration purposes only and returns are not guaranteed. The investment performance is calculated by taking the actual initial fees and all ongoing fees into account for the amount shown; and income is reinvested.


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Denali Growth and Income Bundle
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