EasyWealth Compare

#INVEST Aggressive Growth Portfolio #INVEST Conservative Income Portfolio #INVEST Growth and Income Portfolio #INVEST Growth Portfolio Cartesian Growth TFSA Cartesian Moderate TFSA EasyAssetManagement Core Balanced EasyAssetManagement Core Balanced RA EasyAssetManagement Core Conservative EasyAssetManagement Core Conservative RA EasyAssetManagement Core Flexible Equity EasyAssetManagement Core Income Plus EasyAssetManagement Core International Portfolio EasyAssetManagement Core Moderate EasyAssetManagement Core Moderate RA EasyAssetManagement Enhanced Balanced EasyAssetManagement Enhanced Balanced RA EasyAssetManagement Enhanced Conservative EasyAssetManagement Enhanced Conservative RA EasyAssetManagement Enhanced Flexible Equity EasyAssetManagement Enhanced Moderate EasyAssetManagement Enhanced Moderate RA EasyAssetManagement Enhanced Shariah Portfolio EasyAssetManagement EUR Enhanced Equity EasyAssetManagement GBP Enhanced Equity EasyAssetManagement International Equity EasyEquities Crypto RISE Conservative Passive Fund RISE CPI+3 Discretionary RISE CPI+3 TFSA RISE CPI+5 Discretionary RISE CPI+5 TFSA RISE CPI+7 Discretionary RISE CPI+7 TFSA RISE Growth Passive Fund RISE Moderate Passive Fund

RISE CPI+3 Discretionary

Basic Information

Platform: ZAR

Manager: RISE

Risk Profile: Conservative

Risk Score

RISK

1-35

Fees

Bundle Fee: 0.99%

TER: 0.00%

Estimated TC: 0.00%

Estimated TIC: 0.99%

Performance

(excludes bundle fee's)

Oct 2024: 1.75%

Last 3 mos: 4.38%

Last 6 mos: 7.38%

YTD: 9.34%

Last 12 mos: 15.05%

Bundle NAV

#INVEST Aggressive Growth Portfolio #INVEST Conservative Income Portfolio #INVEST Growth and Income Portfolio #INVEST Growth Portfolio Cartesian Growth TFSA Cartesian Moderate TFSA EasyAssetManagement Core Balanced EasyAssetManagement Core Balanced RA EasyAssetManagement Core Conservative EasyAssetManagement Core Conservative RA EasyAssetManagement Core Flexible Equity EasyAssetManagement Core Income Plus EasyAssetManagement Core International Portfolio EasyAssetManagement Core Moderate EasyAssetManagement Core Moderate RA EasyAssetManagement Enhanced Balanced EasyAssetManagement Enhanced Balanced RA EasyAssetManagement Enhanced Conservative EasyAssetManagement Enhanced Conservative RA EasyAssetManagement Enhanced Flexible Equity EasyAssetManagement Enhanced Moderate EasyAssetManagement Enhanced Moderate RA EasyAssetManagement Enhanced Shariah Portfolio EasyAssetManagement EUR Enhanced Equity EasyAssetManagement GBP Enhanced Equity EasyAssetManagement International Equity EasyEquities Crypto RISE Conservative Passive Fund RISE CPI+3 Discretionary RISE CPI+3 TFSA RISE CPI+5 Discretionary RISE CPI+5 TFSA RISE CPI+7 Discretionary RISE CPI+7 TFSA RISE Growth Passive Fund RISE Moderate Passive Fund

Cartesian Growth TFSA

Basic Information

Platform: TFSA

Manager: #Invest

Risk Profile: Growth

Risk Score

RISK

50-90

Fees

Bundle Fee: 0.75%

TER: 0.00%

Estimated TC: 0.00%

Estimated TIC: 0.75%

Performance

(excludes bundle fee's)

Oct 2024: 1.45%

Last 3 mos: 3.78%

Last 6 mos: 10.25%

YTD: 16.11%

Last 12 mos: 26.02%

Bundle NAV

#INVEST Aggressive Growth Portfolio #INVEST Conservative Income Portfolio #INVEST Growth and Income Portfolio #INVEST Growth Portfolio Cartesian Growth TFSA Cartesian Moderate TFSA EasyAssetManagement Core Balanced EasyAssetManagement Core Balanced RA EasyAssetManagement Core Conservative EasyAssetManagement Core Conservative RA EasyAssetManagement Core Flexible Equity EasyAssetManagement Core Income Plus EasyAssetManagement Core International Portfolio EasyAssetManagement Core Moderate EasyAssetManagement Core Moderate RA EasyAssetManagement Enhanced Balanced EasyAssetManagement Enhanced Balanced RA EasyAssetManagement Enhanced Conservative EasyAssetManagement Enhanced Conservative RA EasyAssetManagement Enhanced Flexible Equity EasyAssetManagement Enhanced Moderate EasyAssetManagement Enhanced Moderate RA EasyAssetManagement Enhanced Shariah Portfolio EasyAssetManagement EUR Enhanced Equity EasyAssetManagement GBP Enhanced Equity EasyAssetManagement International Equity EasyEquities Crypto RISE Conservative Passive Fund RISE CPI+3 Discretionary RISE CPI+3 TFSA RISE CPI+5 Discretionary RISE CPI+5 TFSA RISE CPI+7 Discretionary RISE CPI+7 TFSA RISE Growth Passive Fund RISE Moderate Passive Fund

RISE CPI+5 TFSA

Basic Information

Platform: TFSA

Manager: RISE

Risk Profile: Growth and Income

Risk Score

RISK

35-70

Fees

Bundle Fee: 0.97%

TER: 0.00%

Estimated TC: 0.00%

Estimated TIC: 0.97%

Performance

(excludes bundle fee's)

Oct 2024: 1.76%

Last 3 mos: 4.61%

Last 6 mos: 8.58%

YTD: 10.03%

Last 12 mos: 16.18%

Bundle NAV

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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