Capital Growth with High Income
Recommended investment term is 3 years or more.
Risk Score 24 – Conservative (Risk Score Range: 20-45)
Risk/Return payoff range: Investors that are comfortable suffering a loss of up to - 6% in pursuit of positive returns of up to +16% over a 6-month period.
Calculate your risk number here
Our Core portfolio range utilises only Exchange Traded Funds (ETFs) in its portfolio construction.
The Core conservative 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
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 – Medium Equity
Bundle Fee: 0.75% P/A (excl VAT)
Transaction Costs: 0.11%
Underlying Total Expense Ratio (TER): 0.23%
Total Investment Cost: 1.09%
| RA Investable | YES |
| Launch Date | 2016/12/01 |
| Benchmark | ASISA MA Medium Equity |
| Minimum Time Horizon | 3 Years |
| Management/Bundle Fee | N/A |
| TER | 0.98% |
| Estimated TC | 0.11% |
| Estimated TIC | 1.09% |
| May 2024 | 0.04% |
| Last 3 Months | 2.59% |
| Last 6 Months | 13.96% |
| YTD | 2.99% |
| Last 12 Months | 11.47% |
| Last 3 Years | N/A |
| Last 5 Years | N/A |
| Since Inception | N/A |
| Bonds | 31.69% |
| Property | 0% |
| Cash | 3.27% |
| Local Equity | 29.49% |
| Foreign Equity | 35.55% |
Here is a list of companies/ETFs that make up this bundle.
