EasyAssetManagement Core Conservative
This portfolio aims to offer positive returns of up to +12% over a 6-month period.
HORIZON
> 2 Years
Available In
ZAR TFSA
Portfolio Type
Core
Investment Objective
Capital Preservation
STRATEGY
Risk Targeted
BENCHMARK
ASISA MA Low Equity
BUNDLE FEE
0.75%
TER
0.23%
About this Fund
Our Core portfolio range utilises only Exchange Traded Funds (ETFs) in its portfolio construction.
The Core Conservative 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 risk averse and want to prioritise protecting your capital.
- You are ideally investing for at least 2 years.
- You want to achieve returns better than inflation, but are comfortable with lower potential return over time than you might earn in an investment that takes on more risk
Investment Strategy
Bonds 50.55%
Cash 2.8%
Foreign Equity 27.6%
Property 0%
Equity 19.05%
Fund Charges (excl. VAT)
BUNDLE FEE
0.75% P/A (excl VAT)
TRANSACTION COSTS
0.11%
underlying total expense ratio (ter) Learn about what the total expense ratio is.
0.23%
total investment cost
1.01%
Transaction costs are estimated over a 3 year annualised period