Funds for every risk profile
Our bundles and ETFs, all available on EasyEquities. Compare them by risk, benchmark and the accounts you can hold them in.
How to read the tables
Risk score: the higher the number, the more the fund invests in higher-risk assets such as shares. Benchmark: what the fund aims to match or beat. Accounts: ZAR, TFSA (tax-free savings), RA (retirement annuity), USD, EUR or GBP.
Fees and the full factsheet for each fund are on its page on EasyEquities.
Core: managed ETF portfolios
Risk-targeted portfolios, from conservative to aggressive, built only from ETFs. They blend local cash, bonds, property and local and international equities. The RA versions comply with Regulation 28, and Core portfolios are also available in tax-free savings accounts.
| Fund | Risk profile | Risk score | Benchmark | Accounts |
|---|---|---|---|---|
| EasyAssetManagement Core Income Plus | Conservative | 17 | CPI+1% | ZAR, TFSA |
| EasyAssetManagement Core Conservative | Conservative | 16 | ASISA MA Low Equity | ZAR, TFSA |
| EasyAssetManagement Core Conservative RA | Conservative | 16 | ASISA MA Low Equity | RA |
| EasyAssetManagement Core Moderate | Growth and income | 24 | ASISA MA Medium Equity | ZAR, TFSA |
| EasyAssetManagement Core Moderate RA | Growth and income | 24 | ASISA MA Medium Equity | RA |
| EasyAssetManagement Core Balanced | Growth | 35 | ASISA MA High Equity | ZAR, TFSA |
| EasyAssetManagement Core Balanced RA | Growth | 35 | ASISA MA High Equity | RA |
| EasyAssetManagement Core International Portfolio Factsheet | Growth | 45 | MSCI World (ZAR) | ZAR, TFSA |
| EasyAssetManagement Core Flexible Equity Factsheet | Aggressive | 53 | ASISA Equity | ZAR, TFSA |
Enhanced: managed share portfolios
Pure equity portfolios for investors comfortable with more risk, and enhanced versions of the Core range. They aim to beat their benchmarks with similar or lower risk, by investing across our equity building blocks.
| Fund | Risk profile | Risk score | Benchmark | Accounts |
|---|---|---|---|---|
| EasyAssetManagement Enhanced Flexible Equity | Aggressive | 53 | ASISA Equity | ZAR |
| EasyAssetManagement EUR Enhanced Equity | Aggressive | 65 | EURO STOXX 50 Index | EUR |
| EasyAssetManagement GBP Enhanced Equity | Aggressive | 70 | FTSE 100 Index | GBP |
| EasyAssetManagement Enhanced USD Bundle | Aggressive | 80 | MSCI World Index | USD |
EasyETFs: actively managed ETFs
Listed, actively managed ETFs from the EasyETFs range, managed with EasyAssetManagement’s expertise.
| Fund | Risk profile | Risk score | Benchmark | Accounts |
|---|---|---|---|---|
| EasyETFs Global Equity Actively Managed ETF | Aggressive | – | ASISA Global Equity General category average | ZAR, TFSA |
| EasyETFs AI World Actively Managed ETF | Aggressive | – | Morningstar Global Artificial Intelligence Select Index | ZAR, TFSA |
Ready to invest?
Log in to EasyEquities, find the fund under bundles or ETFs, and choose your amount.
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