EasyWealth Compare

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EasyAssetManagement Enhanced Conservative

Basic Information

Platform: ZAR

Manager: EasyAssetManagement

Risk Profile: Conservative

Risk Score

RISK

1-35

Fees

Bundle Fee: 1.00%

TER: 0.20%

Estimated TC: 0.10%

Estimated TIC: 1.30%

Performance

(excludes bundle fee's)

Nov 2024: 0.26%

Last 3 mos: 3.21%

Last 6 mos: 11.21%

YTD: 13.30%

Last 12 mos: 22.71%

Bundle NAV

EasyAssetManagement Enhanced Conservative RA

Basic Information

Platform: RA

Manager: EasyAssetManagement

Risk Profile: Conservative

Risk Score

RISK

1-35

Fees

Bundle Fee: 0.26%

TER: 0.23%

Estimated TC: 0.11%

Estimated TIC: 0.90%

Performance

(excludes bundle fee's)

Nov 2024: 0.26%

Last 3 mos: 3.21%

Last 6 mos: 11.21%

YTD: 13.30%

Last 12 mos: 22.71%

Bundle NAV

#INVEST Conservative Income Portfolio

Basic Information

Platform: ZAR

Manager: #Invest

Risk Profile: Conservative

Risk Score

RISK

1-35

Fees

Bundle Fee: 0.85%

TER: %

Estimated TC: %

Estimated TIC: 0.85%

Performance

(excludes bundle fee's)

Nov 2024: -1.03%

Last 3 mos: 2.92%

Last 6 mos: 8.64%

YTD: 8.40%

Last 12 mos: 13.60%

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.

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.

Easily compare Bundles by selecting a Bundle below

EasyAssetManagement Enhanced Conservative

EasyAssetManagement Enhanced Conservative RA

#INVEST Conservative Income Portfolio