About the Manager and Strategy


Core Balanced

Capital Growth

Recommended investment term is 5 years or more.
Risk Score 35 – Capital Growth (Risk Score Range: 35-70)

Risk/Return payoff range: Investors that are comfortable suffering a loss of up to -10% in pursuit of positive returns of up to +22% over a 6-month period.

Calculate your risk number here

Fund Description

Our Core portfolio range utilises only Exchange Traded Funds (ETFs) in its portfolio construction.

The Core Balanced portfolio. through EasyAssetManagement’s’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

Suitable For

  • You are looking for capital growth over the long term. in a diversified portfolio.
  • You are ideally investing for at least 5 years.
  • You are comfortable taking on a higher degree of risk through market fluctuations which could result in capital loss.


We use a benchmark as a way to compare and measure our performance against another fund. For this portfolio. we are using:

ASISA SA - Multi Asset – High Equity

Investment Charges

Bundle Fee: 0.75% P/A (excl VAT)

Transaction Costs: 0.23%

Underlying Total Expense Ratio (TER): 0.27%

Total Investment Cost: 1.25%

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Bundle Information

RA Investable YES
Launch Date 2016/12/01
Benchmark ASISA MA High Equity
Minimum Time Horizon 5 Years

Percentage and Performance


Management/Bundle Fee 0.75%
TER 1.02%
Estimated TC 0.23%
Estimated TIC 1.25%


* Performance quoted excludes management / bundle fee's
Apr 2024 0.03%
Last 3 Months 11.31%
Last 6 Months 5.23%
YTD 0.03%
Last 12 Months 13.25%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Asset Allocation

Bonds 24.73%
Property 0%
Cash 1.6%
Local Equity 33.87%
Foreign Equity 39.8%


Here is a list of companies/ETFs that make up this bundle. 131549

1nvest S&P500 Info Tech Index Feeder ETF
Satrix 40 ETF
Satrix Capped INDI ETF
Satrix Nasdaq 100 Feeder Portfolio
Satrix Quality South Africa Portfolio ETF
Satrix S&P 500 ETF
Satrix SA Bond Portfolio
Satrix Value Equity ETF