Our Investment Portfolios Track Average Active Funds

Advicement portfolios (also called bundles) are available directly on the Easy Equities platform.

Advicement portfolios target specific risk orientated investment objectives that are constrained to achieve benchmark equivalent returns. The Advicement portfolios are engineered using quantitative technologies that enable the manager of the portfolio to focus on the investment objective. The portfolios include constraints commensurate with the constraints of the various ASISA Categories to maintain their distinct risk profile. The Advicement portfolios comprise of ETFs to secure a low-cost profile. The low cost of the underlying instruments together with the use of sophisticated diversification techniques, allows the Advicement portfolios to pass performance benefits to investors.

Advicement Portfolio Summary

We have taken a quantitative approach to constructing and managing Advicement portfolios. Our portfolios aim to obtain similar returns as the Average Active Fund in a corresponding ASISA category.

Portfolio Name Recommended Investment Term Available via Annual Management Fee Annual Advice Fee
Advicement Conservative Bundle 0 - 2 Years Easy Equities 1.00% 0.00%
Advicement Steady Bundle 2+ Years Easy Equities 1.00% 0.00%
Advicement Balanced Bundle 4+ Years Easy Equities 1.00% 0.00%
Advicement Growth Bundle 6+ Years Easy Equities 1.00% 0.00%
Advicement Aggressive Bundle 8+ Years Easy Equities 1.00% 0.00%

Advicement Conservative Bundle

Risk Profile: The conservative approach means your investment will avoid most stock market fluctuations and forego most of the upside/downside.

Recommended Investment Term: 0 - 2 Years

Benchmark: Average Return of a Fund in the South African Multi-Asset Low Equity Category.

Investment Objective: The Advicement Conservative Bundle objective is to achieve similar returns compared to that of the average fund in the ASISA South African Multi-Asset Low Equity Category.

Annual Management Fee: 1.00%

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Advicement Steady Bundle

Risk Profile: The steady approach means you will avoid large stock market fluctuations and forego significant upside/downside.

Recommended Investment Term: 2+ Years

Benchmark: Average Return of a Fund in the South African Multi-Asset Low Equity Category.

Investment Objective: The Advicement Steady Bundle objective is to achieve similar returns compared to that of the average fund in the ASISA South African Multi-Asset Low Equity Category.

Annual Management Fee: 1.00%

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Advicement Balanced Bundle

Risk Profile: The balanced approach means your investment fluctuations will be less than the stock market and you are looking to receive some of the upside/downside.

Recommended Investment Term: 4+ Years

Benchmark: Average Return of a Fund in the South African Multi-Asset Medium Equity Category

Investment Objective: The Advicement Balanced Bundle objective is to achieve similar returns compared to that of the average fund in the ASISA South African Multi-Asset Medium Equity Category.

Annual Management Fee: 1.00%

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Advicement Growth Bundle

Risk Profile: The growth approach means you are comfortable with fluctuations which are slightly less than the stock market and you are looking to receive most of the upside/downside.

Recommended Investment Term: 6+ Years

Benchmark: Average Return of a Fund in the South African Multi-Asset High Equity Category

Investment Objective: The Advicement Growth Bundle objective is to achieve similar returns compared to that of the average fund in the ASISA South African Multi-Asset High Equity Category.

Annual Management Fee: 1.00%

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Advicement Aggressive Bundle

Risk Profile: The aggressive approach means you are comfortable with stock market fluctuations and you are looking to receive similar returns as the stock market.

Recommended Investment Term: 8+ Years

Benchmark: Average Return of a Fund in the South African General Equity Category

Investment Objective: The Advicement Aggressive Bundle objective is to achieve similar returns compared to that of the average fund in the ASISA South African General Equity Category.

Annual Management Fee: 1.00%

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