EasyAssetManagement Enhanced USD

EasyAssetManagement Enhanced USD

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.


> 5 Years

Available In


Portfolio Type

Building Blocks

Investment Objective

Long Term Capital Growth

About this Fund

Our Enhanced Range uses four main building blocks, across individual shares to construct our portfolios: Value, Quality, Stability, and Momentum.

The EasyAssetManagement Enhanced USD Portfolio is a moderate to high risk, global, equity fund. The objective of this portfolio is to achieve capital appreciation by following a quantitative medium to long term equity strategy investing primarily in foreign markets. The portfolio is constructed using proprietary ranking and weighting methodologies to select momentum, value and blue-chip shares. The portfolio is thematically based. Investments to be included in the EasyAssetManagement Enhanced USD Portfolio will, apart from assets in liquid form, consist of equity securities and financial instruments and may include listed property. Investments will be in foreign markets but there will be no restrictions on the geographic asset allocation.

See more about EasyAssetManagement's investment philosophy and methodology here

Who is this Suitable for?

  • This portfolio is suitable for investors who are looking for outperformance relative to the MSCI World Total Return Index and want long-term capital growth. The fund offers strategy diversification from traditional investment styles and offshore exposure
  • 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 2.07%

Foreign Equity 97.86%

Property 0%

Equity 0%

Fund Charges (excl. VAT)


1.00% P/A (excl VAT)



underlying total expense ratio (ter) Learn about what the total expense ratio is.


total investment cost


Transaction costs are estimated over a 3 year annualised period