Long Term Capital Growth
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
Transaction costs are estimated over a 3 year annualised period