EasyAssetManagement Core Conservative RA

The strategy

Our Core portfolio range uses only exchange traded funds (ETFs). The Core Conservative portfolio, through EasyAssetManagement’s proprietary algorithms, strategically blends Asset Classes (cash, bonds, equity and property), locally and abroad, to achieve the desired return and risk outcome. This RA portfolio is constructed to comply with the investment criteria governing retirement funds (regulation 28)

Suits you if

• You’re risk averse and want to prioritise protecting your capital.
• You’re ideally investing for at least 2 years.
• You want to achieve returns better than inflation, but are comfortable with lower potential return over time than you might earn in an investment that takes on more risk

What it costs

Bundle fee

0.15%

Total expense ratio (TER)

0.38%

Transaction costs

0.11%

Total investment cost (TIC)

0.49%

As at 11 November 2026. The total investment cost (TIC) includes the bundle fee, running costs and transaction costs. You pay the bundle fee up front for the rest of the calendar year when you first invest, then each January.

How a bundle works

A ready-made portfolio, held in your own account, that EasyAssetManagement picks and rebalances for you. Your money buys the shares and ETFs in the bundle, whole and in fractions, and they're held in your account. The manager decides what's in it and when to rebalance; you decide when to buy and sell. There's no lock-in: you can sell any time, except while the manager is rebalancing, which can take up to a business day.

Bundle details

Manager

EasyAssetManagement

Risk range

1-35

Benchmark

ASISA MA Low Equity

Launch date

2016/12/01