EasyAssetManagement International Bundle

The strategy

The Core International Portfolio is a moderate to high risk, global, equity portfolio. The objective of this portfolio is to achieve capital appreciation by following a quantitative medium to long term equity strategy investing primarily in foreign markets. The portfolio is constructed using proprietary ranking and weighting methodologies to select momentum, value and stable shares. Investments to be included in the Core International Portfolio will, apart from assets in liquid form, consist of equity securities and financial instruments and may include listed property. Investments will be primarily in foreign markets but there will be no restrictions on the geographic asset allocation.

What it costs

Bundle fee

0.15%

Total expense ratio (TER)

0.57%

Transaction costs

0.10%

Total investment cost (TIC)

0.67%

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

35-70

Benchmark

MSCI World(ZAR)

Launch date

2018/05/31