About the Manager and Strategy

RISK
20-45

Enhanced Balanced

Capital Growth

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 Enhanced Range uses four main building blocks. across ETFs and individual shares to construct our portfolios: Value. Quality. Stability. and Momentum. Using our proprietary active asset management process. that is driven by algorithmic analysis of the market. we tactically manage allocations to the building blocks to optimize portfolio outcomes.

The Enhanced Income Plus portfolio 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.
Calculate your risk number

Bundle Information

RA Investable YES
Launch Date 2018/05/31
Benchmark ASISA MA High Equity
Minimum Time Horizon 5 Years
RA ZAR TFSA USD

Percentage and Performance

Costs

Management/Bundle Fee 1.00%
TER 1.16%
Estimated TC 0.22%
Estimated TIC 1.38%

Performance

* Performance quoted excludes management / bundle fee's
May 2025 4.25%
Last 3 Months -6.43%
Last 6 Months 1.69%
YTD -5.37%
Last 12 Months 12.05%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Asset Allocation

Bonds 0%
Property 0%
Cash 100%
Local Equity 0%
Foreign Equity 0%

Constituents

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

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.