Everest Aggressive 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:
Capital Growth:
Investment Risk:
Time Horizon:
> 5 years
Return Objectives:
Long Term Capital Growth
Targeted Return:*
Inflation +8
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 six-month period.

Asset Allocation:

Is this bundle for you?

  1. You are looking for high capital growth over the long term, in a diversified portfolio.
  2. You are comfortable taking on significant risk through market fluctuations which could result in capital loss.
  3. You are ideally investing for at least 5 years.
Our investment bundles are suitable for various investment goals
The Everest bundle could be great for investing for your child's future.
Monthly Contributions of R1,500.00pm which will equal to total contribitions of R360,000.00
Birth: Invest R2000 pm
21 years old: R2,632,692.55*
Total gains: R2,272,692.55 calculated at 14% 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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Everest Aggressive Bundle
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