About the Manager and Strategy


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.


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

Calculate your risk number

Bundle Information

RA Investable YES
Launch Date 2018/05/31
Benchmark ASISA MA Low Equity
Minimum Time Horizon 2 Years

Percentage and Performance


Management/Bundle Fee 1.00%
TER 1.20%
Estimated TC 0.10%
Estimated TIC 1.30%


* Performance quoted excludes management / bundle fee's
Apr 2024 0.61%
Last 3 Months 8.97%
Last 6 Months 6.44%
YTD 0.61%
Last 12 Months 12.59%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Asset Allocation

Bonds 44.44%
Property 1.06%
Cash 1.64%
Local Equity 24.32%
Foreign Equity 28.54%


Here is a list of companies/ETFs that make up this bundle. 612753

Absa Group Limited
Advtech Limited
AECI Limited
Anheuser-Busch InBev SA NV
Aspen Pharmacare Holdings Limited
AVI Limited
BHP Group Limited
Bid Corporation Limited
Bidvest Limited
British American Tobacco PLC
Bytes Technology Group Plc
Capitec Bank Holdings Limited
Clicks Group Limited
Curro Holdings Limited
Dis-Chem Pharmacies Limited
Firstrand Limited
Fortress Real Estate Investments Limited A
Glencore PLC
Grindrod Limited
Harmony Gold Mining Company Limited
Investec Limited
Investec PLC
Life Healthcare Group
Momentum Metropolitan Holdings Limited
Naspers Limited
Nedbank Group Limited
Ninety One Plc
Omnia Holdings Limited
Pick n Pay Stores Limited
PSG Financial Services Limited
Redefine Properties Limited
Reinet Investments SCA
Reunert Limited
Sanlam Limited
Santam Limited
Satrix Nasdaq 100 Feeder Portfolio
Satrix S&P 500 ETF
Satrix SA Bond Portfolio
Shoprite Holdings Limited
Southern Sun Limited
Standard Bank Group Limited
Thungela Resources Limited
Truworths International Limited
Vukile Property Fund Limited