Capital Growth with High Income
Recommended investment term is 3 years or more.
Risk Score 21 – 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 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
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: 0.27% P/A (excl VAT)
Transaction Costs: 0.1%
Underlying Total Expense Ratio (TER): 0.23%
Total Investment Cost: 0.90%
View Factsheet HERE
| RA Investable | YES |
| Launch Date | 2018/05/31 |
| Benchmark | ASISA MA Medium Equity |
| Minimum Time Horizon | 3 Years |
| Management/Bundle Fee | 0.27% |
| TER | 0.23% |
| Estimated TC | 0.10% |
| Estimated TIC | 0.90% |
| Nov 2024 | 0.70% |
| Last 3 Months | 3.09% |
| Last 6 Months | 10.79% |
| YTD | 13.70% |
| Last 12 Months | 24.94% |
| Last 3 Years | N/A |
| Last 5 Years | N/A |
| Since Inception | N/A |
| Bonds | 31.69% |
| Property | 1.34% |
| Cash | 19.42% |
| Local Equity | 25.15% |
| Foreign Equity | 22.4% |
Here is a list of companies/ETFs that make up this bundle.
