About the Manager and Strategy

RISK
1-35

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

The Core Income Plus portfolio. through EasyAssetManagement’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 seeking capital preservation with a high degree of income.
  • You are risk averse with a focus on income
  • You are happy with an investment horizon of 1 year or greater
  • You are comfortable with a small amount of market fluctuation
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Bundle Information

RA Investable NO
Launch Date 2016/12/01
Benchmark CPI+1%
Minimum Time Horizon 1 Year
RA ZAR TFSA USD

Percentage and Performance

Costs

Management/Bundle Fee 0.75%
TER 0.95%
Estimated TC 0.06%
Estimated TIC 1.01%

Performance

* Performance quoted excludes management / bundle fee's
Mar 2024 0.84%
Last 3 Months 6.90%
Last 6 Months 5.86%
YTD 0.84%
Last 12 Months 10.63%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Asset Allocation

Bonds 45.21%
Property 0%
Cash 30.78%
Local Equity 8.17%
Foreign Equity 15.84%

Constituents

Here is a list of companies/ETFs that make up this bundle. 131516

Satrix 40 ETF
Satrix Capped INDI ETF
Satrix FINI ETF
Satrix GOVI ETF
Satrix Nasdaq 100 Feeder Portfolio
Satrix Quality South Africa Portfolio ETF
Satrix S&P 500 ETF
Satrix SA Bond Portfolio
Satrix TRACI 3 Month ETF
Satrix Value Equity ETF
Cash