Why Choose EasyAssetManagement

At EasyAssetManagement,  Shaun Krom and Thulisa Shandu often hear the same questions: "What is so great about EAM? How are you different? How are your returns better than the rest? Let's chat about why we believe we might be the right choice for you.

One reason we're confident in our ability to deliver is our strong track record. Our performance over the past five years speaks volumes about our commitment to achieving high returns for our investors.



To give you a clearer picture, we compare our bundles against unit trusts in their respective categories, as defined by the Association for Savings and Investment South Africa (ASISA).

For example, our Conservative Bundle is benchmarked against the ASISA Multi Asset Low Equity Average. Over a 5-year period, our Conservative Bundle would rank 3rd out of 160 unit trusts in South Africa in that category. This means our returns are among the highest in the industry, offering you superior performance.

Here’s how we stack up:

EasyAssetManagement Enhanced Conservative

• 1 Year Performance: 14.34% vs. 9.41% (1st out of 183)
• 3 Year Performance: 8.78% vs. 7.82% (30th out of 172)
• 5 Year Performance: 9.67% vs. 7.35% (3rd out of 160)

EasyAssetManagement Enhanced Moderate

• 1 Year Performance: 15.70% vs. 9.06% (1st out of 113)🥇
• 3 Year Performance: 10.07% vs. 8.23% (8th out of 105)
• 5 Year Performance: 10.80% vs. 8.00% (1st out of 94)

EasyAssetManagement Enhanced Balanced

• 1 Year Performance: 15.82% vs. 9.43% (8th out of 269)
• 3 Year Performance: 10.58% vs. 8.93% (37th out of 243)
• 5 Year Performance: 10.53% vs. 8.66% (24th out of 244)

EasyAssetManagement Enhanced Equity

• 1 Year Performance: 17.56% vs. 7.14% (7th out of 242)
• 3 Year Performance: 12.26% vs. 9.25% (22nd out of 211)
• 5 Year Performance: 12.96% vs. 8.91% (16th out of 193)

Easy IP Global Equity Fund

• 1 Year Performance: 45.54% vs. 14.29% (1st out of 157)🥇
• 5 Year Performance: 21.48% vs. 13.49% (2nd out of 90)

Easy IP Balanced Fund

• 1 Year Performance: 17.95% vs. 9.43% (5th out of 269)
• 5 Year Performance: 11.41% vs. 8.66% (15th out of 244)

We have been pioneering data-driven decisions

Another reason to invest with us is our use of advanced data analytics and computing power. While there's a lot of buzz about AI transforming industries, we've been integrating algorithms into our investment process from the very beginning. This allows us to analyze vast amounts of company data rigorously and make informed decisions. By leveraging the power of data, we consistently make better investment choices for our clients.

We have a focused thematic investment strategy

Lastly, we take a thematic approach to our investment decisions. Instead of focusing solely on geography or specific sectors, we look at the major trends driving the global economy and invest in leading companies at the forefront of these changes. Our investment themes include AI, re-industrialization, GLP-1, cybersecurity, electrification, and more. By identifying and capitalizing on these themes, we position our clients to benefit from the transformative forces shaping the future.

All in all, EasyAssetManagement is dedicated to helping you achieve your financial goals through innovation and expertise.



To know more about what we do and our products, check our website here.

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Any opinions, news, research, reports, analyses, prices, or other information contained within this research is provided by an external contributor as general market commentary and does not constitute investment advice for the purposes of the Financial Advisory and Intermediary Services Act, 2002. First World Trader (Pty) Ltd t/a EasyEquities (“EasyEquities”) does not warrant the correctness, accuracy, timeliness, reliability or completeness of any information (i) contained within this research and (ii) received from third party data providers. You must rely solely upon your own judgment in all aspects of your investment and/or trading decisions and all investments and/or trades are made at your own risk. EasyEquities (including any of their employees) will not accept any liability for any direct or indirect loss or damage, including without limitation, any loss of profit, which may arise directly or indirectly from use of or reliance on the market commentary. The content contained within is subject to change at any time without notice.

First World Trader Proprietary Limited trading as EasyEquities (“EasyEquities”) is a licensed financial services provider under the Financial Advisory and Intermediary Services Act, 2002 (“FAIS”) with FSP licence no. 22588. EasyEquities is the discretionary financial services provider in respect of this strategy (which is defined as a “Bundle” in the EasyEquities Terms and Conditions and the applicable Bundle Mandate). This strategy is not a collective investment scheme as defined in the Collective Investment Schemes Control Act, 2012. EasyAssetManagement Proprietary Limited (“EAM”) is a licensed financial services provider under FAIS with FSP licence no. 44978. EAM is acting as a juristic representative (as defined in FAIS) under the FAIS licence of the Purple Group Limited to provide advice (as defined in FAIS) to EasyEquities in respect of the composition and weightings of the financial products which form part of the holdings of this strategy. EAM is not the discretionary financial services provider in respect of this strategy. There are no guarantees that the objectives within each risk classification will be met. Not all the risks and significant issues related to or associated with the investment products are disclosed herein and therefore, prior to investing or transacting, you should fully understand the products and any risks and significant issues related to or associated with them. Individuals should undertake their own analysis and/or seek professional advice based on their specific needs before purchasing or selling investments. The value of the investment may go down as well as up. For all periods the performance information includes the reinvestment of dividends and interest unless otherwise noted. A schedule of fees, charges and commissions is available on request from EasyEquities. EasyEquities does not provide any guarantee either with respect to the capital or the return of the strategy. This document is for information purposes only and does not constitute advice for the purposes of FAIS. Individuals should undertake their own analysis and/or seek professional advice based on their specific needs before purchasing or selling investments.”