EasyAssetManagement USD Equity Bundle

The strategy

Our Enhanced Range uses four main building blocks, across individual shares to construct our portfolios: Value, Quality, Stability, and Momentum. The EasyAssetManagement Enhanced USD Portfolio is a moderate to high risk, global, equity fund. 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 blue-chip shares. The portfolio is thematically based. Investments to be included in the Emperor Enhanced USD Portfolio will, apart from assets in liquid form, consist of equity securities and financial instruments and may include listed property. Investments will be in foreign markets but there will be no restrictions on the geographic asset allocation. Suitable For This portfolio is suitable for investors who are looking for outperformance relative to the MSCI World Total Return Index and want long-term capital growth. The fund offers strategy diversification from traditional investment styles and offshore exposure. You are comfortable taking on significant risk through market fluctuations which could result in capital loss. You are ideally investing for at least 5 years.

What it costs

Bundle fee

1.00%

Total expense ratio (TER)

Not published

Transaction costs

Not published

Total investment cost (TIC)

1.00%

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

75-99

Benchmark

MSCI World Index

Launch date

2020/04/31