EasyAssetManagement Enhanced Balanced RA

EasyAssetManagement Enhanced Balanced RA

Investors that are comfortable suffering a loss of up to -10% in pursuit of positive returns of up to +22% over a 6-month period.


> 5 Years

Available In


Portfolio Type

Building Blocks

Investment Objective

Long Term Capital Growth

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 proprietary active asset management process, that is driven by algorithmic analysis of the market, we tactically manage allocations to the 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.

See more about EasyAssetManagement’s Investment Philosophy and Methodology here

This RA portfolio is constructed to comply with the investment criteria governing retirement funds (regulation 28)

Who is this Suitable for?

  • You are looking for capital growth over the long term, in a diversified portfolio.
  • You are ideally investing for at least 5 years.
  • You are comfortable taking on a higher degree of risk through market fluctuations which could result in capital loss.

Investment Strategy

Bonds 24.95%

Cash 2.19%

Foreign Equity 39.84%

Property 0.16%

Equity 32.86%

Fund Charges (excl. VAT)


0.10% P/A (excl VAT)



underlying total expense ratio (ter) Learn about what the total expense ratio is.


total investment cost


Transaction costs are estimated over a 3 year annualised period