EasyAssetManagement Equity Passive Bundle

The strategy

Our Core portfolio range uses only exchange traded funds (ETFs). The Core Flexible Equity 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 portfolio is primarily equity focused however has a flexible mandate across asset classes.

Suits you if

• You’re looking for high capital growth over the long term, in a diversified portfolio.
• You’re comfortable taking on significant risk through market fluctuations which could result in capital loss.
• You’re ideally investing for at least 5 years.

What it costs

Bundle fee

0.75%

Total expense ratio (TER)

1.02%

Transaction costs

0.23%

Total investment cost (TIC)

1.25%

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

50-90

Benchmark

ASISA Equity

Launch date

2016/12/01