EasyAssetManagement Core Income Plus
Investors that are comfortable suffering a loss of up to - 4% in pursuit of positive returns of up to +10% over a 6-month period.
HORIZON
> 1 Year
Available In
ZAR TFSA
Portfolio Type
Core
Investment Objective
Capital Preservation
STRATEGY
Risk Targeted
BENCHMARK
CPI+1%
BUNDLE FEE
0.75%
TER
0.2%
About this Fund
Our Core portfolio range utilises only Exchange Traded Funds (ETFs) in its portfolio construction.
The Core Income Plus 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 seeking capital preservation with a high degree of income.
- You are risk averse with a focus on income
- You are happy with an investment horizon of 1 year or greater
- You are comfortable with a small amount of market fluctuation
Investment Strategy
Bonds 45.89%
Cash 30.86%
Foreign Equity 15.51%
Property 0%
Equity 7.74%
Fund Charges (excl. VAT)
BUNDLE FEE
0.75% P/A (excl VAT)
TRANSACTION COSTS
0.06%
underlying total expense ratio (ter) Learn about what the total expense ratio is.
0.2%
total investment cost
1.01%
Transaction costs are estimated over a 3 year annualised period