Invest in a collection of shares/funds pre-selected by someone you reckon has the smarts. And then, chillax.
Invest in Bundles Invest in Unit TrustsInvest in a collection of shares/funds pre-selected by someone you reckon has the smarts. And then, chillax.
Invest in Bundles Invest in Unit TrustsInvest in a collection of shares/funds pre-selected by someone you reckon has the smarts. And then, chillax.
Invest in Bundles Invest in Unit TrustsInvest in a collection of shares/funds pre-selected by someone you reckon has the smarts. And then, chillax.
Invest in Bundles Invest in Unit Trusts| Bundle Name |
Nov 2024
|
Last 3 Mon
|
Last 6 Mon
|
YTD
|
Last 12 Mon
|
|---|---|---|---|---|---|
| EasyEquities Crypto | -0.23% | 7.96% | 15.29% | 35.01% | 80.81% |
| Cartesian Growth TFSA | 3.92% | 6.14% | 13.74% | 20.66% | 34.63% |
| Cartesian Moderate TFSA | 3.76% | 6.22% | 13.48% | 19.75% | 32.19% |
| EasyAssetManagement Core USD Bundle | -0.08% | 3.23% | 12.84% | 14.75% | 37.48% |
| EasyAssetManagement Enhanced Moderate | 0.70% | 3.09% | 10.79% | 13.70% | 24.94% |
| EasyAssetManagement Enhanced Moderate RA | 0.70% | 3.09% | 10.79% | 13.70% | 24.94% |
| EasyAssetManagement Enhanced Flexible Equity | 2.10% | 2.66% | 9.18% | 13.61% | 27.50% |
| EasyAssetManagement Core Moderate | 0.06% | 2.92% | 10.17% | 13.47% | 25.55% |
| EasyAssetManagement Core Moderate RA | 0.06% | 2.92% | 10.17% | 13.47% | 25.55% |
| EasyAssetManagement Enhanced Balanced | 1.08% | 2.88% | 10.19% | 13.34% | 24.94% |
The asset manager responsible for your Bundle will buy or sell shares in your portfolio and re-adjust the weightings to keep the risk vs reward balance in check. There’s also a small bundle fee which goes to the creator for their skill.
Bundles are available in your ZAR, TFSA, RA and USD accounts.
Think of it like going in on a group gift. Taken altogether, those investments are called the fund's assets. While you as an individual invest in a unit trust fund, the fund itself is run by a fund manager, whose aim is to grow the overall value of the unit trust fund. The fund manager does this by investing the fund's assets, usually by buying stocks, bonds, or a combination of these two securities which are listed on the Stock Exchange. (Some unit trust funds can buy more complicated security types.). If you are looking for an affordable, convenient and professional way of investing, then a unit trust is for you. Unit trusts are also highly regulated so it gives the investor peace of mind that their funds are safe.
EasyWealth is a product of First World Trader (Pty) Ltd t/a EasyEquities (registration number 1999/021265/07) which is an authorized Financial Services Provider (FSP number 22588) and a registered credit provider (NCRCP 12294).The contents of this website are for information purposes only. The information listed herein is of a factual nature and must not be construed as financial advice. The value of financial products can go down, as well as up, as a result of a variety of factors depending on the type of financial products such as a change in the value of the underlying investments, company profits, future prospects and more general market factors. An investor may not recoup the full amount invested. Source of performance data: EasyEquities platform. Past performance is not necessarily an indication of future performance. All performance figures reported are the actual performance of the model portfolio taken from the EasyEquities platform. Bundles without model portfolios (static weights) are excluded. The volatility is calculated as the annualised standard deviation of monthly percentage returns. For periods greater than 1 year, performance is annualised. Forecasts, illustrations, hypothetical data and examples are for illustrative purposes only and are not guaranteed to occur. Any projections contained in the information are estimates only and are not guaranteed to occur. The projections, if any, are subject to market influences and contingent upon matters outside the control of the company, so may not be realised in the future. The investment value, if any, of a financial product is not guaranteed.
Postal address: Postnet Suite 247, Private Bag X1, Melrose Arch, 2076. Physical address: WeWork - Coworking Office Space, 173 Oxford Road, Rosebank, Gauteng, 2196. Telephone number: 087 940 6000. Email: helpme@easyequities.co.za Website: www.easywealth.co.za. The complaints policy, conflict of interest management policy and full disclosure required in terms of the Financial Advisory and Intermediary Services Act, 2002 can be found on the website: www.easyequities.co.za.
