Easy IP Global Equity Fund
The Easy IP Global Equity aims to achieve moderate capital appreciation with reasonable volatility within the prudential asset allocation constraints.
HORIZON
5 Years
Available In
ZAR
Investment Objective
Long-term Capital Growth
Risk Profile
Aggressive
BENCHMARK
S&P500 Total Return Index
BUNDLE FEE
1.15
TER
2.09%
About this Fund
The Easy IP Global Equity Fund is a moderate to high risk, global, equity fund. The objective of this portfolio is to achieve capital appreciation by following a quantitative medium to long term equity strategy investing primarily in foreign markets. The portfolio is constructed using proprietary ranking and weighting methodologies to select momentum, value and blue chip shares. Investments to be included in the Easy IP Global Equity Fund will, apart from assets in liquid form, consist of equity securities and financial instruments and may include listed property. Investments will be primarily in foreign markets but there will be no restrictions on the geographic asset allocation.
Who is this Suitable for?
This fund is suitable for investors who are looking for outperformance relative to the S&P 500 Total Return Index and want long-term capital growth. The fund offers strategy diversification from traditional investment styles and offshore exposure
Investment Strategy
Bonds 0%
Cash 2.44%
Foreign Equity 0.02%
Property 0%
Local Equity 97.54%
Fund Charges (excl. VAT)
BUNDLE FEE
1.15 P/A (excl VAT)
TRANSACTION COSTS
1.74%
underlying total expense ratio (ter) Learn about what the total expense ratio is.
2.09%
total investment cost
1.74%
Transaction costs are estimated over a 3 year annualised period