EasyAssetManagement Moderate Bundle

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. Suitable For You are looking for a reliable capital growth profile over the long term, with a focus on higher You are ideally investing for at least 3 years. You are comfortable taking on a degree of risk through market fluctuations which could result in some capital loss.

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

20-45

Benchmark

ASISA MA Medium Equity

Launch date

2016/12/01