EasyAssetManagement Enhanced Flexible Equity
The goal is to offer Long-term Capital Growth of positive returns of up to +25% over a 6-month period.
HORIZON
> 5 Years
Available In
ZAR
Portfolio Type
Enhanced
Investment Objective
Long Term Capital Growth
STRATEGY
Risk Targeted
BENCHMARK
ASISA Equity
BUNDLE FEE
1.00%
TER
0.1%
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 asset management process, which is driven by algorithmic analysis of the market, we tactically manage allocations to these 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
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 5 years.
Investment Strategy
Bonds 0%
Cash 2.02%
Foreign Equity 54.63%
Property 0.29%
Equity 43.06%
Fund Charges (excl. VAT)
BUNDLE FEE
1.00% P/A (excl VAT)
TRANSACTION COSTS
0.18%
underlying total expense ratio (ter) Learn about what the total expense ratio is.
0.1%
total investment cost
1.28%
Transaction costs are estimated over a 3 year annualised period