EasyAssetManagement Enhanced Conservative RA
HORIZON
> 2 Years
Available In
RA
Portfolio Type
Building Blocks
Investment Objective
Capital Preservation
STRATEGY
Retirement
BENCHMARK
ASISA MA Low Equity
BUNDLE FEE
0.26
TER
0.23%
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 Conservative portfolio 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 risk averse and want to prioritise protecting your capital.
- You are ideally investing for at least 2 years.
- You want to achieve returns better than inflation, but are comfortable with lower potential return over time than you might earn in an investment that takes on more risk
Investment Strategy
Bonds 49.95%
Cash 2.32%
Foreign Equity 27.9%
Property 0.11%
Equity 19.72%
Fund Charges (excl. VAT)
BUNDLE FEE
0.26 P/A (excl VAT)
TRANSACTION COSTS
0.11%
underlying total expense ratio (ter) Learn about what the total expense ratio is.
0.23%
total investment cost
0.9%
Transaction costs are estimated over a 3 year annualised period