EasyAssetManagement Core Balanced
Investors that are comfortable suffering a loss of up to -10% in pursuit of positive returns of up to +22% over a 6-month period.
HORIZON
5 Years
Available In
ZAR TFSA
Investment Objective
Capital Growth
Risk Profile
Growth
BENCHMARK
ASISA MA High Equity
BUNDLE FEE
0.75
TER
1.02%
About this Fund
Our Core portfolio range utilises only Exchange Traded Funds (ETFs) in its portfolio construction.
The Core Balanced portfolio. through EasyAssetManagement’s proprietary algorithms. strategically blends Asset Classes (Cash. Bonds. Equity and Property). locally and abroad. to achieve the desired return and risk outcome.
See more about EasyAssetManagement’s investment philosophy and methodology here
Who is this Suitable for?
- You are looking for capital growth over the long term. in a diversified portfolio.
- You are ideally investing for at least 5 years.
- You are comfortable taking on a higher degree of risk through market fluctuations which could result in capital loss.
Investment Strategy
Bonds 23.61%
Cash 19.14%
Foreign Equity 27.56%
Property 0%
Local Equity 29.69%
Fund Charges (excl. VAT)
BUNDLE FEE
0.75 P/A (excl VAT)
TRANSACTION COSTS
0.23%
underlying total expense ratio (ter) Learn about what the total expense ratio is.
1.02%
total investment cost
1.25%
Transaction costs are estimated over a 3 year annualised period