EasyAssetManagement Enhanced Flexible Equity
HORIZON
5 Years
Available In
ZAR
Investment Objective
Long-term Capital Growth
Risk Profile
Aggressive
BENCHMARK
ASISA Equity
BUNDLE FEE
1
TER
1.1%
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 Emperor’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 21.53%
Foreign Equity 36.16%
Property 2.19%
Local Equity 40.12%
Fund Charges (excl. VAT)
BUNDLE FEE
1 P/A (excl VAT)
TRANSACTION COSTS
0.18%
underlying total expense ratio (ter) Learn about what the total expense ratio is.
1.1%
total investment cost
1.28%
Transaction costs are estimated over a 3 year annualised period