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 2020/04/31
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

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.

Postal address: Postnet Suite 247, Private Bag X1, Melrose Arch, 2076. Physical address: WeWork - Coworking Office Space, 173 Oxford Road, Rosebank, Gauteng, 2196.  Telephone number: 087 940 6000. Email: helpme@easyequities.co.za Website: www.easywealth.co.za. The complaints policy, conflict of interest management policy and full disclosure required in terms of the Financial Advisory and Intermediary Services Act, 2002 can be found on the website: www.easyequities.co.za.