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 EasyAsset Management’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: 1.00% P/A (excl VAT)
Transaction Costs: 0.1%
Underlying Total Expense Ratio (TER): 0.17%
Total Investment Cost: 1.26%
View Factsheet HERE
RA Investable | YES |
Launch Date | 2018/05/31 |
Benchmark | ASISA MA Medium Equity |
Minimum Time Horizon | 3 Years |
Management/Bundle Fee | 1.00% |
TER | 1.17% |
Estimated TC | 0.10% |
Estimated TIC | 1.27% |
Oct 2024 | 1.83% |
Last 3 Months | 3.78% |
Last 6 Months | 9.43% |
YTD | 12.91% |
Last 12 Months | 22.60% |
Last 3 Years | N/A |
Last 5 Years | N/A |
Since Inception | N/A |
Since Inception | 9.43% |
1 Year Volatility | 9.09% |
3 Year Volatility | 9.44% |
Best Month | 9.86% |
Worst Month | -8.27% |
Maximum Drawdown | -10.16% |
Bonds | 33.75% |
Property | 1.4% |
Cash | 2.2% |
Local Equity | 25.22% |
Foreign Equity | 37.43% |
Here is a list of companies/ETFs that make up this bundle.
Sector Foreign Equity |
Industry |
Sub Industry |
Industry Group Name |
Sector Financials |
Industry Banks |
Sub Industry Diversified Banks |
Industry Group Name Banks |
Sector Consumer Discretionary |
Industry Diversified Consumer Services |
Sub Industry Education Services |
Industry Group Name Consumer Services |
Sector Industrials |
Industry Industrial Conglomerates |
Sub Industry Industrial Conglomerates |
Industry Group Name Capital Goods |
Sector Materials |
Industry Metals & Mining |
Sub Industry Gold |
Industry Group Name Materials |
Sector Health Care |
Industry Pharmaceuticals |
Sub Industry Pharmaceuticals |
Industry Group Name Pharmaceuticals, Biotechnology |
Sector Consumer Staples |
Industry Food Products |
Sub Industry Packaged Foods & Meats |
Industry Group Name Food, Beverage & Tobacco |
Sector Industrials |
Industry Trading Companies & Distributo |
Sub Industry Trading Companies & Distributo |
Industry Group Name Capital Goods |
Sector Materials |
Industry Metals & Mining |
Sub Industry Diversified Metals & Mining |
Industry Group Name Materials |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Food Distributors |
Industry Group Name Food & Staples Retailing |
Sector Industrials |
Industry Industrial Conglomerates |
Sub Industry Industrial Conglomerates |
Industry Group Name Capital Goods |
Sector Consumer Staples |
Industry Tobacco |
Sub Industry Tobacco |
Industry Group Name Food, Beverage & Tobacco |
Sector Information Technology |
Industry Software |
Sub Industry Application Software |
Industry Group Name Software & Services |
Sector Financials |
Industry Banks |
Sub Industry Diversified Banks |
Industry Group Name Banks |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Drug Retail |
Industry Group Name Food & Staples Retailing |
Sector Consumer Discretionary |
Industry Textiles, Apparel & Luxury Goo |
Sub Industry Apparel, Accessories & Luxury |
Industry Group Name Consumer Durables & Apparel |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Drug Retail |
Industry Group Name Food & Staples Retailing |
Sector Materials |
Industry Metals & Mining |
Sub Industry Gold |
Industry Group Name Materials |
Sector Real Estate |
Industry Equity Real Estate Investment |
Sub Industry Diversified REITs |
Industry Group Name Real Estate |
Sector Materials |
Industry Metals & Mining |
Sub Industry Diversified Metals & Mining |
Industry Group Name Materials |
Sector Industrials |
Industry Transportation Infrastructure |
Sub Industry Marine Ports & Services |
Industry Group Name Transportation |
Sector Materials |
Industry Metals & Mining |
Sub Industry Gold |
Industry Group Name Materials |
Sector Materials |
Industry Metals & Mining |
Sub Industry Precious Metals & Minerals |
Industry Group Name Materials |
Sector Financials |
Industry Capital Markets |
Sub Industry Diversified Capital Markets |
Industry Group Name Diversified Financials |
Sector Financials |
Industry Capital Markets |
Sub Industry Diversified Capital Markets |
Industry Group Name Diversified Financials |
Sector Consumer Discretionary |
Industry Specialty Retail |
Sub Industry Apparel Retail |
Industry Group Name Retailing |
Sector Consumer Discretionary |
Industry Internet & Direct Marketing Re |
Sub Industry Internet & Direct Marketing Re |
Industry Group Name Retailing |
Sector Financials |
Industry Banks |
Sub Industry Diversified Banks |
Industry Group Name Banks |
Sector Materials |
Industry |
Sub Industry |
Industry Group Name |
Sector Materials |
Industry Metals & Mining |
Sub Industry Gold |
Industry Group Name Materials |
Sector Financials |
Industry Capital Markets |
Sub Industry Asset Management & Custody Ban |
Industry Group Name Diversified Financials |
Sector Financials |
Industry Capital Markets |
Sub Industry Asset Management & Custody Ban |
Industry Group Name Diversified Financials |
Sector Industrials |
Industry Industrial Conglomerates |
Sub Industry Industrial Conglomerates |
Industry Group Name Capital Goods |
Sector Financials |
Industry Insurance |
Sub Industry Life & Health Insurance |
Industry Group Name Insurance |
Sector Bonds |
Industry |
Sub Industry |
Industry Group Name |
Sector Foreign Equity |
Industry |
Sub Industry |
Industry Group Name |
Sector Foreign Equity |
Industry |
Sub Industry |
Industry Group Name |
Sector Bonds |
Industry |
Sub Industry |
Industry Group Name |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Food Retail |
Industry Group Name Food & Staples Retailing |
Sector Consumer Discretionary |
Industry |
Sub Industry |
Industry Group Name |
Sector Financials |
Industry Banks |
Sub Industry Diversified Banks |
Industry Group Name Banks |
Sector Materials |
Industry |
Sub Industry |
Industry Group Name |
Sector Consumer Discretionary |
Industry Specialty Retail |
Sub Industry Apparel Retail |
Industry Group Name Retailing |
Sector Real Estate |
Industry Equity Real Estate Investment |
Sub Industry Retail REITs |
Industry Group Name Real Estate |
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.
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