Enhanced Conservative
Recommended investment term is 2 years or more.
Risk Score 14 – Conservative (Risk Score Range: 1-35)
Risk/Return payoff range: Investors that are comfortable suffering a loss of up to - 5% in pursuit of positive returns of up to +12% over a 6-month period.
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 Conservative 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 risk averse and want to prioritise protecting your capital.
You are ideally investing for at least 2 years.
You want to achieve returns better than inflation but are comfortable with lower potential return over time than you might earn in an investment that takes on more risk.
Benchmark
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 – Low Equity
Investment Charges
Bundle Fee: 1.00% P/A (excl VAT)
Transaction Costs: 0.1%
Underlying Total Expense Ratio (TER): 0.2%
Total Investment Cost: 1.3%
View Factsheet HERE
| RA Investable | YES |
| Launch Date | 2018/05/31 |
| Benchmark | ASISA MA Low Equity |
| Minimum Time Horizon | 2 Years |
| Management/Bundle Fee | 1.00% |
| TER | 1.20% |
| Estimated TC | 0.10% |
| Estimated TIC | 1.30% |
| May 2024 | -0.14% |
| Last 3 Months | 1.26% |
| Last 6 Months | 10.34% |
| YTD | 1.88% |
| Last 12 Months | 12.62% |
| Last 3 Years | N/A |
| Last 5 Years | N/A |
| Since Inception | N/A |
| Bonds | 41.78% |
| Property | 1.01% |
| Cash | 3.93% |
| Local Equity | 23.85% |
| Foreign Equity | 29.43% |
Here is a list of companies/ETFs that make up this bundle.
