EasyETFs Global Equity Actively Managed ETF
The risk classification of the Fund is Aggressive, due to the fund investing a minimum of 80% of the market value of the portfolios in equities and generally, seek maximum capital appreciation, as the primary goal of the portfolio.
HORIZON
7 Years
Available In
ZAR TFSA
Investment Objective
Long-term Capital Growth
Risk Profile
Aggressive
BENCHMARK
The MSCI All Country World Total Return Index
BUNDLE FEE
0.60
TER
TBD%
About this Fund
The Fund is a 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 Fund. Investments will be primarily in foreign markets but there will be no restrictions on the geographic asset allocation.
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 7 years.
Investment Strategy
Bonds 0%
Cash 8.08%
Foreign Equity 91.92%
Property 0%
Local Equity 0%
Fund Charges (excl. VAT)
BUNDLE FEE
0.60 P/A (excl VAT)
TRANSACTION COSTS
TBD%
underlying total expense ratio (ter) Learn about what the total expense ratio is.
TBD%
total investment cost
TBD%
Transaction costs are estimated over a 3 year annualised period