Best Performing Bundles

Bundle Name
Apr 2021
Last 3 mos
Last 6 mos
YTD
Last 12 mos
Cannon Asset Managers Machabeng Portfolio 4.64% 14.00% 28.04% 14.00% 57.17%
#INVEST Aggressive Growth Portfolio 0.64% 10.04% 20.53% 10.04% 47.10%
Emperor Enhanced Shariah Portfolio 1.71% 9.40% 18.35% 9.40% 54.56%
#Back The Flag 0.81% 8.56% 13.30% 8.56% 41.37%
#INVEST Growth Portfolio 0.22% 7.50% 14.16% 7.50% 30.42%
RISE CPI+7 TFSA 1.55% 7.24% 12.90% 7.24% 32.89%
Emperor Enhanced Flexible Equity (Everest) Bundle 1.42% 7.13% 12.21% 7.13% 37.60%
RISE CPI+7 Discretionary 1.24% 7.05% 12.76% 7.05% 31.34%
Cannon Asset Managers Global Growth TFSA -0.89% 6.56% 9.11% 6.56% 31.31%
SA Champions Portfolio 1.86% 6.28% 13.62% 6.28% 23.35%
What is a Bundle Image

What is a Bundle?

Too much choice can drive you crazy, so we’re making it #easy (It’s what we do!) - in short, it's a Managed Investment

Bundles offer an investor a structured, yet diversified portfolio consisting of shares, ETF’s or both, selected by professional money managers like Emperor Asset Management, Cannon Asset Manager, Cartesian Capital, Galileo Capital and Unum Capital available in your EasyEquities ZAR, TFSA, RA and USD accounts.

What is a Unit Trust Image

What is a Unit Trust?

A unit trust fund is a pooled resource, which means that it allows a group of investors to combine their cash and invest it.

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.

What is a Unit Trust Image

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