Unit trusts are popular investment vehicles which have gained the trust of South Africa’s masses and now Emperor Asset Management is proud to announce the introduction of our first official unit trust. The Emperor IP Momentum Equity Fund, created via a partnership with third party management company IP, is a quantitative momentum based fund designed to deliver excellent performance (alpha) at the lowest possible risk.
Before I go on to explain the definition of a quantitative strategy, our fund’s key differentiators and its benefits to your portfolio, it is important to know that this is a brief description of the fund and that more details can be provided by one of our FSB (Financial Services Board) approved sales people via our contact details.
To break it down into the most simplistic explanation I can provide; a quantitative fund strategy is a set of well-defined rules which instil discipline into the methodology of picking the shares which make up the fund’s portfolio. This rule set is built into computer technology and tested on the historical price movements of the 180 most liquid JSE shares dating back over 10 years up till the current year; after which the rule set is tested in real time to ensure the strategy/system delivers its intended results.
The ultimate advantage of using quantitative strategies is the removal of human bias and error and naturally a hard coded unfaltering discipline in selecting shares according to a strategy which possesses massive confidence in meeting its promises, as the strategies are rigorously tested in real time (prior to its launch) as well as over historical data.
Tremendous value is given to clients using this structure as in the event of this unit trust underperforming: no fees will be charged to clients thus, further protecting capital in times of poor performance.
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