EasyAssetManagement Enhanced Shariah Portfolio
Investors that are comfortable suffering a loss of up to -15% in pursuit of positive returns of up to +25% over a 6-month period.
HORIZON
5 Years
Available In
ZAR
Investment Objective
Long-term Capital Growth
Risk Profile
Aggressive
BENCHMARK
JSE Top 40 Index
BUNDLE FEE
1
TER
0%
About this Fund
Our Enhanced Range uses four main building blocks. across individual shares to construct our portfolios: Value. Quality. Stability. and Momentum.
Our asset management process is driven by algorithmic analysis of the market data which blends together a portfolio of shares that exhibit value. quality. stability and momentum characteristics.
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 3.03%
Foreign Equity 0%
Property 0%
Local Equity 96.97%
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.
0%
total investment cost
1.18%
Transaction costs are estimated over a 3 year annualised period