Invest in a collection of shares pre-selected by someone you reckon has the smarts. And then, chillax.
Invest in Bundles Invest in Unit TrustsInvest in a collection of shares pre-selected by someone you reckon has the smarts. And then, chillax.
Invest in Bundles Invest in Unit TrustsInvest in a collection of shares pre-selected by someone you reckon has the smarts. And then, chillax.
Invest in Bundles Invest in Unit TrustsInvest in a collection of shares pre-selected by someone you reckon has the smarts. And then, chillax.
Invest in Bundles Invest in Unit Trusts| Fund Name |
Jan 2025
|
Last 3 Mon
|
Last 6 Mon
|
YTD
|
Last 12 Mon
|
|---|---|---|---|---|---|
| EasyAssetManagement IP Global Momentum Equity A | 2.39% | 33.68% | 37.07% | 70.01% | 78.36% |
| EasyAssetManagement IP Balanced Fund | 1.31% | 12.15% | 16.19% | 25.37% | 30.40% |
| Fairtree Flexible Income Plus Prescient Fund Class A1 | 0.69% | 3.00% | 4.77% | 7.71% | 11.67% |
| BCI Income Plus Fund Class C | 0.76% | 2.65% | 5.64% | 7.49% | 13.46% |
| CoreShares Wealth Accumulation Fund | -0.20% | 5.32% | 7.01% | 6.95% | 12.23% |
| CoreShares Stable Income Fund | 0.08% | 5.08% | 6.22% | 6.48% | 12.30% |
| Allan Gray Orbis Global Equity Feeder Fund E | 0.84% | 3.65% | 6.57% | 3.62% | 17.30% |
| Sentio SCI Hikma Shariah General Equity Fund A1 | 0.22% | 3.83% | 6.88% | 1.60% | 17.84% |
| Sygnia Health Innovation Global Equity Fund Class A | -0.48% | -4.00% | -5.34% | 1.35% | -2.09% |
| Sygnia Health Innovation Global Equity Fund Class B | -0.49% | -4.01% | -5.37% | 1.34% | -1.46% |
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.
Think of it like going in on a group gift. Taken altogether, those investments are called the fund's assets. While you as an individual invest in a unit trust fund, the fund itself is run by a fund manager, whose aim is to grow the overall value of unit trust fund. The fund manager does this by investing the fund's assets, usually by buying stocks, bonds, or a combination of these two securities which are listed on the Stock Exchange. (Some unit trust funds can buy more complicated security types.) These stocks or bonds are often referred to as a fund's "holdings" and all of a fund's holdings together are its "portfolio."
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.
