EasyAssetManagement EUR Enhanced Equity

EasyAssetManagement EUR Enhanced Equity

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

EUR

Investment Objective

Long-term Capital Growth

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 Equity portfolio, through EasyAssetManagement’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 0%

Foreign Equity 100%

Property 0%

Local Equity 0%

Fund Charges (excl. VAT)

BUNDLE FEE

1 P/A (excl VAT)

TRANSACTION COSTS

0%

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

0%

total investment cost

1%

Transaction costs are estimated over a 3 year annualised period