EasyAssetManagement Enhanced Moderate
This portfolio aims to to offer Capital Growth with High Income of positive returns of up to +16% over a 6-month period.
HORIZON
> 3 Years
Available In
ZAR
Portfolio Type
Enhanced
Investment Objective
Capital Growth With High Income
STRATEGY
Risk Targeted
BENCHMARK
ASISA MA Medium Equity
BUNDLE FEE
1.00
TER
1.27%
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 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 a reliable capital growth profile over the long term, with a focus on higher income returns.
- You are ideally investing for at least 3 years.
- You are comfortable taking on a degree of risk through market fluctuations which could result in some capital loss.
Investment Strategy
Bonds 34.64%
Cash 2.19%
Foreign Equity 37.99%
Property 0.13%
Equity 25.05%
Fund Charges (excl. VAT)
BUNDLE FEE
1.00 P/A (excl VAT)
TRANSACTION COSTS
0.1%
underlying total expense ratio (ter) Learn about what the total expense ratio is.
1.27%
total investment cost
2.26%
Transaction costs are estimated over a 3 year annualised period