The Unum 75 TFSA Bundle is an actively managed. multi-asset. high equity portfolio that seeks to generate consistent returns through a combination of capital and income appreciation over the long term. The portfolio incorporates a factor based methodology that invests in various exchange traded funds across multiple asset classes. geographies and thematics to achieve its desired investment objectives at an acceptable level of risk. which is guided by the houseviews strategic and tactical asset allocation guidelines.
The is suitable for investors who seek:
A well-diversified portfolio.
Capital and income growth over the long term.
Exposure to ESG and broad investment themes.
An investment term of 5 years or more
Bundle Fee: 1%
Transaction Costs = 0.25%
Underlying TER: 0.35%
TIC = 1.60%
|Benchmark||ASISA MA High Equity|
|Minimum Time Horizon||5 Years|
|Last 3 Months||2.36%|
|Last 6 Months||5.47%|
|Last 12 Months||11.09%|
|Last 3 Years||N/A|
|Last 5 Years||N/A|
|1 Year Volatility||5.66%|
|3 Year Volatility||10.06%|
Here is a list of companies/ETFs that make up this bundle.