EasyAssetManagement Core Moderate
Investors that are comfortable suffering a loss of up to - 6% in pursuit of positive returns of up to +16% over a 6-month period.
HORIZON
> 3 Years
Available In
ZAR TFSA
Portfolio Type
Core
Investment Objective
Capital Preservation With High Income
STRATEGY
Risk Targeted
BENCHMARK
ASISA MA Medium 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 looking for a reliable capital growth profile over the long term, with a focus on higher income return.
- You are ideally investing for at least 3 years.
- You are comfortable taking on a degree of risk through market fluctuations which could result in some capital loss.
Investment Strategy
Bonds 34.79%
Cash 2.88%
Foreign Equity 38.4%
Property 0%
Equity 23.93%
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
1.09%
Transaction costs are estimated over a 3 year annualised period