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
Apr 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

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.

Postal address: Postnet Suite 247, Private Bag X1, Melrose Arch, 2076. Physical address: WeWork - Coworking Office Space, 173 Oxford Road, Rosebank, Gauteng, 2196.  Telephone number: 087 940 6000. Email: helpme@easyequities.co.za Website: www.easywealth.co.za. The complaints policy, conflict of interest management policy and full disclosure required in terms of the Financial Advisory and Intermediary Services Act, 2002 can be found on the website: www.easyequities.co.za.