Long-term Capital Growth
Recommended investment term is 5 years or more.
Risk Score 52 – Capital Growth (Risk Score Range: 35-70)
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
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 Income Plus 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:
Bundle Fee: 0.75% P/A (excl VAT)
Transaction Costs (Expected) 0.10%
Underlying Total Expense Ratio (TER): 0.95%
Total Investment Cost: 1.80%
RA Investable | NO |
Launch Date | 2018/08/01 |
Benchmark | S&P 500 Index |
Minimum Time Horizon | 5 Years |
Management/Bundle Fee | 0.75% |
TER | 0.85% |
Estimated TC | 0.10% |
Estimated TIC | 0.95% |
Dec 2024 | -0.08% |
Last 3 Months | 3.23% |
Last 6 Months | 12.84% |
YTD | 14.75% |
Last 12 Months | 37.48% |
Last 3 Years | N/A |
Last 5 Years | N/A |
Since Inception | N/A |
Since Inception | 19.77% |
1 Year Volatility | 15.88% |
3 Year Volatility | 19.9% |
Best Month | 15.38% |
Worst Month | -11.26% |
Maximum Drawdown | -27.27% |
Bonds | 0% |
Property | 0% |
Cash | 2.16% |
Local Equity | 0,00% |
Foreign Equity | 97.84% |
Here is a list of companies/ETFs that make up this bundle.
Sector Equity |
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Industry Group Name |
Sector Equity |
Industry |
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Industry Group Name |
Sector Equity |
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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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