Every month we're going to bring you an update on the managed portfolios we have available on EasyEquities. As the co-pilot to your investments, the bundle is a unique EasyEquities product that gives investors a taste of managed portfolios from boutique asset managers. Bundles are categorised according to risk level, ranging from a spectrum of conservative portfolios to more aggressive vehicles.
For this monthly review we are going to bring you the July performances of all bundles on our platform. Our legal eagles would have me by the scruff of the neck if I didn't remind our audience that the data below is based on past performances, and may not be indicative of future results. Disclaimer done, not check out the stats below:
These bundles represent the most conservative portfolios of the bunch, made up of constituents that are themed on generating fixed income (bonds, cash, REIT, etc).
As in the risk category name, the below portfolios represent bundles that follow less aggressive strategies with constituents that are mostly focused on fixed income generation (roughly 75% made up of bonds and cash, with 25% made up of equities).
|ZAR||#Invest||Growth and Income||-0.17%|
|TFSA||Cannon||Capital Preservation TFSA||-0.68%|
The middle child of bundle strategies, these portfolios strike more of a 50:50 balance between aggressive and conservative strategies. Splitting fixed income assets and instruments down the middle against equities, these bundles attempt to capture the 'best of both worlds' in the markets.
This category focuses on bundles that combine the more volatile assets (equities) with conservative constituents that generate fixed income. With equities making up the bulk of constituents, these bundles tip more on the aggressive side of the spectrum.
|ZAR||OSA||Growth and Income||-0.08%|
|TFSA||Unum Capital||Unum TFSA Portfolio||-0.82%|
|TFSA||Cannon||Assertive Growth TFSA||-0.71%|
|TFSA||Cannon||Balanced Fund TFSA||-0.85%|
|ZAR||Unum Capital||Unum 60||-0.14%|
|RA||Cannon||Balanced Active Growth||-0.62%|
|RA||Galileo Capital||Balanced Income RA||-1.25%|
|TFSA||Galileo Capital||Balanced Income TFSA||-1.25%|
This group represents the portfolios that are purely concentrated on equity focused instruments. Representing bundles on the more aggressive side of the spectrum, these bundles are tailored toward investors with a higher appetite for risk and reward.
|TFSA||Emperor||Core Flexible Equity||-0.95%|
|ZAR||Emperor||Core Flexible Equity||-0.95%|
|ZAR||SA Asset Managers||Maximum Growth Portfolio||-3.11%|
|ZAR||Validea||Warren Buffett Bundle||-2.90%|
These portfolios are based on internationally themed instruments, with offshore constituents dominating their respective constituents.
|TFSA||OSA||Global ETF Bundle||3.03%|
|ZAR||OSA||Global ETF Bundle||3.03%|
|TFSA||Cannon||Global Growth TFSA||0.89%|
|ZAR||Cannon||Bidvest Stable Bundle||0.81%|
Hopefully this guide not only helps you understand the different types of bundles and the overarching strategies, but acts as a resource to help you pick your own co-pilot. Stay tuned for next month's review, where we will cover Bundle performances for the month of August!