EasyAssetManagement Core Flexible Equity
This portfolio aims to offer Long Term Capital Growth of up to +25% over a 6-month period.
HORIZON
> 5 Years
Available In
ZAR TFSA
Portfolio Type
Core
Investment Objective
Long Term Capital Growth
STRATEGY
Risk Targeted
BENCHMARK
ASISA Equity
BUNDLE FEE
0.75%
TER
0.27%
About this Fund
Our Core portfolio range utilises only Exchange Traded Funds (ETFs) in its portfolio construction.
The Core Flexible Equity 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. This portfolio is primarily equity focused however has a flexible mandate across asset classes.
See more about EasyAssetManagement’s Investment Philosophy and Methodology here
Who is this Suitable for?
- You are looking for high capital growth over the long term, in a diversified portfolio.
- You are comfortable taking on significant risk through market fluctuations which could result in capital loss.
- You are ideally investing for at least 5 years.
Investment Strategy
Bonds 0%
Cash 4.48%
Foreign Equity 54.61%
Property 0%
Equity 40.81%
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.
0.27%
total investment cost
1.25%
Transaction costs are estimated over a 3 year annualised period