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Too much choice can drive you crazy,
so we’re making it #easy (It’s what we do!)

Our bundles contain shares selected by someone with the smarts: a brand perhaps, or a local personality you really admire, or an accomplished asset manager. We’ve got managed (Bundles) and non-managed (Baskets) solutions for your EasyEquities account as well as your TFSA available from creators like Emperor Asset Management, Alec Hogg, Mark Ingham, Cartesian Capital and Gareth Cliff.

Top Performing

Bundles Unit Trusts
Bundle Name
Jun 2025
Last 3 Mon
Last 6 Mon
YTD
Last 12 Mon
RISE Growth Passive Fund 2.18% 0.97% 5.98% 3.25% 14.05%
RISE CPI+7 TFSA 2.10% 0.65% 5.41% 2.92% 13.93%
EasyAssetManagement GBP Enhanced Equity 0.18% -1.98% 4.79% 2.56% 4.21%
RISE CPI+5 TFSA 1.96% 0.40% 5.13% 2.53% 13.71%
#INVEST Aggressive Growth Portfolio 2.84% 1.86% 7.39% 2.23% 19.88%
#INVEST Growth Portfolio 2.68% 2.27% 7.16% 2.19% 19.85%
RISE Moderate Passive Fund 2.11% 4.96% 7.50% 2.11% 16.10%
RISE CPI+5 Discretionary 1.68% 4.90% 7.82% 1.68% 15.81%
#INVEST Growth and Income Portfolio 0.37% 1.47% 3.39% 1.62% 12.28%
RISE Conservative Passive Fund 1.50% -0.10% 4.72% 1.56% 12.60%

© EasyEquities. EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorized Financial Services Provider (FSP number 22588). All trades on the EasyEquities platform are subject to the legal terms and conditions to which you agree to be bound. The EasyEquities platform enables users to invest in securities which includes whole shares and fractional share rights (FSRs). EasyEquities acts as an agent for the issue of whole shares, where the investor is the registered owner of those shares, entitled to dividends, participation in corporate actions and all the economic benefits and risks associated with share ownership.

In respect of FSRs, EasyEquities acts as principal to a contract for difference issued to the investor, where the investor will have a contractual claim against EasyEquities to the economic benefits and risks associated with share ownership (price movements and dividends) without having ownership rights in the underlying share. Fractional share rights (FSRs) which are issued through a contract for difference, are an over the counter derivative. Unlike whole shares, FSRs do not carry any voting rights. As the investor makes further investments in FSRs and ultimately ends up with a whole share, the contract for difference is closed out and ownership whole share is delivered to the investor.

The availability of any share on the EasyEquities platform is based on various factors but is not an indication of value and does not mean that any share is an appropriate investment for you.

The availability of any share on the browse shares page does not necessarily indicate any contractual relationship between EasyEquities and the listed company, or the payment of fees for services. Brand Logos are owned by the respective companies and not by EasyEquities. The use of a company’s brand logo does not represent an endorsement of EasyEquities by the company, nor an endorsement of the company by EasyEquities, nor does it necessarily imply any contractual relationship. Further investment disclosures are available on the EasyEquities website.

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