About the Manager and Strategy

RISK
35-70

EasyAssetManagement is a data-driven. algorithmic asset manager. Our goal is to be South Africa’s best asset manager at a reasonable cost.

What this means is that we utilise our proprietary technology to analyse data in the market. Data can be both technical. such as changes in price and volatility. or fundamental. such as changes in a company’s free cash flow generation. book value. or reported earnings.

This analysis is used to create our building-block portfolios. We use these building blocks to construct multi-asset portfolios that are targeted to maximise returns for a specific risk profile

On the “active” side of EasyAssetManagement’s portfolio construction. we analyse the risk factors that affect a company’s operating structure and stock performance. However. instead of relying on identifying such risks via company visits and discussions with management. we look only at the data and use our algorithms to dissect the information to find the risk factors.

Therefore EasyAssetManagement takes the best of both passive and active strategies in order to produce consistent. replicable and universal rules-based “building-block” portfolios that perform optimally over a range of economic cycles.

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Bundle Fee 0.75%

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Bundle Information

RA Investable NO
Launch Date 2018/05/31
Benchmark MSCI World(ZAR)
Minimum Time Horizon 3 Years
RA ZAR TFSA USD

Percentage and Performance

Costs

Management/Bundle Fee 0.75%
TER 1.17%
Estimated TC 0.10%
Estimated TIC 1.27%

Performance

* Performance quoted excludes management / bundle fee's
Mar 2024 1.74%
Last 3 Months 19.31%
Last 6 Months 12.23%
YTD 1.74%
Last 12 Months 36.90%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Asset Allocation

Bonds 0%
Property 0%
Cash 0.63%
Local Equity 0%
Foreign Equity 99.37%

Constituents

Here is a list of companies/ETFs that make up this bundle. 612711

Satrix Nasdaq 100 Feeder Portfolio
Satrix S&P 500 ETF
Sygnia Itrix 4th Industrial Rev Global Equity ETF
Cash