EasyAssetManagement Core International Portfolio
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
> 3 Years
Available In
ZAR TFSA
Portfolio Type
Core
Investment Objective
Long Term Capital Growth
STRATEGY
Risk Targeted
BENCHMARK
MSCI World Index (ZAR)
BUNDLE FEE
0.75%
TER
0.42%
About this Fund
Our Core portfolio range utilizes only Exchange Traded Funds (ETFs) in its portfolio construction.
The Core International Portfolio is a moderate to high risk, global, equity portfolio. The objective of this portfolio is to achieve capital appreciation by following a quantitative medium to long term equity strategy investing primarily in local ETFs investing in foreign markets.
See more about EasyAssetManagement’s Investment Philosophy and Methodology here
Who is this Suitable for?
- Investors looking for a reliable capital growth profile over the long term, with a focus on higher income return.
- Investors who are ideally investing for at least 3 years.
- Investors comfortable taking on a degree of risk through market fluctuations which could result in some capital loss
Investment Strategy
Bonds 0%
Cash 0.64%
Foreign Equity 99.36%
Property 0%
Equity 0%
Fund Charges (excl. VAT)
BUNDLE FEE
0.75% P/A (excl VAT)
TRANSACTION COSTS
0.1%
underlying total expense ratio (ter) Learn about what the total expense ratio is.
0.42%
total investment cost
1.27%
Transaction costs are estimated over a 3 year annualised period