Bundles or unit trusts?
Both let a professional manager keep your portfolio in shape. You just decide how much.

Bundles
A mix of shares and ETFs, held in your own account, that a manager picks and rebalances for you. 25 bundles, run by EasyAssetManagement and RISE.
Find a bundle
Unit trusts
A fund that pools your money with other investors', priced once a day and run by its manager. 89 unit trusts from 39 managers.
Find a unit trustStart with your account
See what you can hold in each kind of EasyEquities account.
| Account | Unit trusts | Bundles |
|---|---|---|
| Rand (ZAR) | 77 unit trusts | 13 bundles |
| Tax-free savings | 60 unit trusts | 9 bundles |
| Retirement annuity | 22 unit trusts | 6 bundles |
| US dollar | – | 1 bundle |

What to look at
- What it costs. The total investment cost (TIC) is what it costs each year: its running costs (TER) plus its trading costs and, for a bundle, the bundle fee.
- How much risk it takes. More shares usually means bigger ups and downs, and a longer time to ride them out.
- Who runs it. The manager decides what's in it and when to change it.
- Where you can hold it. Not every fund fits every account.
No account needed to look. When you're ready, bundles and unit trusts are under Managed Products on the Invest page on EasyEquities.

Already invested somewhere else?
Bring your retirement annuity, tax-free savings or shares across to EasyEquities.
Move investments to Easy
Hands off, with your eyes open
Compare costs, risk and managers first, then buy on EasyEquities.

