Easy IP Balanced Fund
The Easy IP Balanced Fund aims to achieve moderate capital appreciation with reasonable volatility within the prudential asset allocation constraints.
HORIZON
3 Years
Available In
ZAR
Investment Objective
Capital Growth
Risk Profile
Growth and Income
BENCHMARK
ASISA MA HIGH EQUITY
BUNDLE FEE
1
TER
2.16%
About this Fund
The Easy IP Balanced Fund aims to achieve moderate capital appreciation with reasonable volatility within the prudential asset allocation constraints. The asset Allocation of the fund will be varied according to the manager's view on the macroeconomic outlook as well as the attractiveness of each asset class. The portfolio is constructed using proprietary ranking and weighting methodologies to select momentum, growth, value and quality shares.
Who is this Suitable for?
This fund is suitable for investors who are looking to achieve moderate capital appreciation by varying the asset allocation within the prudential guidelines. The fund offers strategy diversification from traditional investment styles.
Investment Strategy
Bonds 19.85%
Cash 9.41%
Foreign Equity 43.42%
Property 0.88%
Local Equity 26.43%
Fund Charges (excl. VAT)
BUNDLE FEE
1 P/A (excl VAT)
TRANSACTION COSTS
2.47%
underlying total expense ratio (ter) Learn about what the total expense ratio is.
2.16%
total investment cost
2.47%
Transaction costs are estimated over a 3 year annualised period