About the Manager and Strategy

RISK
75-99

Our Enhanced Range uses four main building blocks, across individual shares to construct our portfolios: Value, Quality, Stability, and Momentum.

The EasyAssetManagement Enhanced USD Portfolio is a moderate to high risk, global, equity fund. The objective of this portfolio is to achieve capital appreciation by following a quantitative medium to long term equity strategy investing primarily in foreign markets. The portfolio is constructed using proprietary ranking and weighting methodologies to select momentum, value and blue-chip shares. The portfolio is thematically based. Investments to be included in the Emperor Enhanced USD Portfolio will, apart from assets in liquid form, consist of equity securities and financial instruments and may include listed property. Investments will be in foreign markets but there will be no restrictions on the geographic asset allocation.

See more about EasyAssetManagement's investment philosophy and methodology here.

Suitable For

  • This portfolio is suitable for investors who are looking for outperformance relative to the MSCI World Total Return Index and want long-term capital growth. The fund offers strategy diversification from traditional investment styles and offshore exposure.
  • You are comfortable taking on significant risk through market fluctuations which could result in capital loss.
  • You are ideally investing for at least 5 years.
Calculate your risk number

Bundle Information

RA Investable NO
Launch Date
Benchmark MSCI World Index
Minimum Time Horizon 5 Years
RA ZAR TFSA USD

Percentage and Performance

Costs

Management/Bundle Fee 1.35%
TER 0.00%
Estimated TC 0.00%
Estimated TIC 1.00%

Performance

* Performance quoted excludes management / bundle fee's
Aug 2025 12.28%
Last 3 Months 44.49%
Last 6 Months 19.21%
YTD 19.21%
Last 12 Months 65.46%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Asset Allocation

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

Constituents

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

AMAZON.COM INC
AppLovin Corp
ARISTA NETWORKS INC
AXON ENTERPRISE INC
BROADCOM INC
BWX Technologies Inc
ELASTIC NV
ELI LILLY & CO
GENERAL ELECTRIC CO
GE Vernova LLC
GOLDMAN SACHS GROUP INC
Graham Corp
INTERACTIVE BROKERS GRO-CL A
MERCADOLIBRE INC
META PLATFORMS INC-CLASS A
NVIDIA CORP
QUANTA SERVICES INC
Vertiv Holdings Co
WALMART INC