The Bidvest Global Growth Bundle is advised by Cannon Asset Managers to invest in growth assets. especially equities and real estate assets. outside of South Africa. The portfolio has complete flexibility in the allocation of assets in terms of countries. currencies and regions and targets a long-term return of inflation plus six percent (CPI + 6%). The portfolio advisor has full discretion in asset allocation between and within asset classes. countries and regions. The portfolio is required to hold at least 80% of its assets outside of South Africa. although the long-run strategic target is to allocate all investments globally and outside of South Africa. The strategic asset allocation favours capital growth assets and equities and real estate.
The exposure within the different asset classes is managed on a passive basis. which ensures holdings deliver efficient asset-class returns and investment costs are kept as low as possible. The primary goal of the bundle is to produce high capital growth over the longer term through exposure to global assets.
Benchmark CPI + 6%
Mandate Inception (CPI + 6%) January 2009
Easy Equities Bundle Inception January 2019
Investment Horizon >5 Years
EFFECTIVE ANNUAL COST (EAC)
Underlying Bundle Total Expense Ratio (TER) 0.53
Transaction Costs 0.13
Asset Management Charge 0.65
Effective Annual Cost (%) 1.31
See the factsheet HERE
RA Investable | NO |
Launch Date | 2018/12/31 |
Benchmark | US CPI + 4% |
Minimum Time Horizon | 5 Years |
Management/Bundle Fee | 0.65% |
TER | 1.18% |
Estimated TC | 0.13% |
Estimated TIC | 1.31% |
Aug 2022 | 7.92% |
Last 3 Months | 0.86% |
Last 6 Months | -3.10% |
YTD | -10.48% |
Last 12 Months | 1.31% |
Last 3 Years | N/A |
Last 5 Years | N/A |
Since Inception | N/A |
Since Inception | 13.63% |
1 Year Volatility | 14.41% |
3 Year Volatility | 13.55% |
Best Month | 11.1% |
Worst Month | -7.61% |
Maximum Drawdown | -17.05% |
Bonds | 0% |
Property | 9.7% |
Cash | 16.1% |
Local Equity | 4.36% |
Foreign Equity | 69.84% |
Here is a list of companies/ETFs that make up this bundle.
Sector Foreign Equity |
Industry |
Sub Industry |
Industry Group Name |
Sector Foreign Equity |
Industry |
Sub Industry |
Industry Group Name |
Sector Foreign Equity |
Industry |
Sub Industry |
Industry Group Name |
Sector Foreign Equity |
Industry |
Sub Industry |
Industry Group Name |
Sector |
Industry |
Sub Industry |
Industry Group Name |
Sector Foreign Equity |
Industry |
Sub Industry |
Industry Group Name |
Sector Materials |
Industry |
Sub Industry |
Industry Group Name |
Sector Real Estate |
Industry |
Sub Industry |
Industry Group Name |
Sector Foreign Equity |
Industry |
Sub Industry |
Industry Group Name |
Sector Real Estate |
Industry |
Sub Industry |
Industry Group Name |
Sector |
Industry |
Sub Industry |
Industry Group Name |
Sector |
Industry |
Sub Industry |
Industry Group Name |
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.
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