EasyAssetManagement International Equity
Investors that are comfortable suffering a loss of up to -15% in pursuit of positive returns of up to +25% over a 6-month period.
HORIZON
> 5 Years
Available In
USD
Portfolio Type
Core
Investment Objective
Long Term Capital Growth
STRATEGY
Risk Targeted
BENCHMARK
S&P 500 Index
BUNDLE FEE
0.75%
TER
0.95%
About this Fund
Our Enhanced Range uses four main building blocks, across ETFs and individual shares to construct our portfolios: Value, Quality, Stability, and Momentum.
Using our asset management process, which is driven by algorithmic analysis of the market, we tactically manage allocations to these building blocks to optimize portfolio outcomes. The Enhanced 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.
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 0%
Foreign Equity 0%
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.
0.95%
total investment cost
1.8%
Transaction costs are estimated over a 3 year annualised period