About the Manager and Strategy


Enhanced Equity 

Long-term Capital Growth

Recommended investment term is 5 years or more.

Risk Score 53 – Capital Growth (Risk Score Range: 50-90?)

Risk/Return payoff range: Investors that are comfortable suffering a loss of up to -15% in pursuit of positive returns of up to +25% over a 6-month period.

Calculate your risk number here

Fund Description

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

Using our asset management process, which is driven by algorithmic analysis of the market, we tactically manage allocations to these building blocks to optimize portfolio outcomes. The Enhanced Equity portfolio, through EasyAssetManagement’s proprietary algorithms, 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 looking for high capital growth over the long term, in a diversified portfolio.
  • 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 44721
Benchmark FTSE 100 Index
Minimum Time Horizon 5 Years

Percentage and Performance


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


* Performance quoted excludes management / bundle fee's
Apr 2024 -1.05%
Last 3 Months 3.63%
Last 6 Months 2.17%
YTD -1.05%
Last 12 Months -5.47%
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 0%


Here is a list of companies/ETFs that make up this bundle. 8702392

3i Group PLC
Admiral Group PLC
AstraZeneca PLC
BAE Systems PLC
Centrica PLC
Glencore PLC
HSBC Holdings PLC
iShares Core FTSE 100 UCITS ETF GBP Acc
iShares Core S&P 500 UCITS ETF USD Dist
Rio Tinto PLC
Shell PLC
Tesco PLC
Unilever PLC
Vodafone Group PLC
Whitbread PLC