EasyAssetManagement EUR Enhanced Equity

The strategy

Our Enhanced Range uses four main Using our asset management process, which is driven by algorithmic analysis of the market, we tactically manage allocations to these building blocks to optimize portfolio outcomes. The Enhanced 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. Suitable For You are looking for high capital growth over the long term, in a diversified portfolio. 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

50-90

Benchmark

EURO STOXX 50 Index

Launch date

2022/06/31