EasyWealth is a product of First World Trader (Pty) Ltd t/a EasyEquities (registration number 1999/021265/07) which is an authorized Financial Services Provider (FSP number 22588) and a registered credit provider (NCRCP 12294).The contents of this website are for information purposes only. The information listed herein is of a factual nature and must not be construed as financial advice. The value of financial products can go down, as well as up, as a result of a variety of factors depending on the type of financial products such as a change in the value of the underlying investments, company profits, future prospects and more general market factors. An investor may not recoup the full amount invested. Source of performance data: EasyEquities platform. Past performance is not necessarily an indication of future performance. All performance figures reported are the actual performance of the model portfolio taken from the EasyEquities platform. Bundles without model portfolios (static weights) are excluded. The volatility is calculated as the annualised standard deviation of monthly percentage returns. For periods greater than 1 year, performance is annualised. Forecasts, illustrations, hypothetical data and examples are for illustrative purposes only and are not guaranteed to occur. Any projections contained in the information are estimates only and are not guaranteed to occur. The projections, if any, are subject to market influences and contingent upon matters outside the control of the company, so may not be realised in the future. The investment value, if any, of a financial product is not guaranteed. Postal address: Postnet Suite 247, Private Bag X1, Melrose Arch, 2076. Physical address: WeWork - Coworking Office Space, 173 Oxford Road, Rosebank, Gauteng, 2196. Telephone number: 087 940 6000. Email: helpme@easyequities.co.za Website: www.easywealth.co.za. The complaints policy, conflict of interest management policy and full disclosure required in terms of the Financial Advisory and Intermediary Services Act, 2002 can be found on the website: www.easyequities.co.za.
FAQs
Is EasyEquities trustworthy? ›
Is EasyEquities regulated? Yes, EasyEquities is the brand of First World Trader (Pty) Ltd in South Africa, which is a Financial Services Provider (FSP) authorized by South Africa's Financial Sector Conduct Authority (FSCA). In Australia, EasyEquities is a Corporate Authorised Representative (AR No.
Why not invest in unit trust? ›Market Risk
This is the risk that investors' investment in the unit trust fund may not grow or generate income at a rate that keeps pace with inflation. This would reduce investors' purchasing power even though the value of the investment in monetary terms has increased.
Successful unit trust investment hinges on strategic decisions. Diversification is the key to spreading investments across various assets to mitigate risks. Aligning investments with your risk tolerance and regularly monitoring fund performance ensures adaptability.
What is a disadvantage of a unit trust? ›Disadvantages of unit trusts
Costs – Every unit trust charges fees to cover the management costs. You have to pay these even if the fund performs poorly and you lose money. These can include an upfront charge when you buy into a unit trust, alongside annual fees.
Earning interest with EasyEquities can be a valuable addition to your investment strategy. By simply keeping your funds in your EasyEquities account, you have the opportunity to earn interest on your Free Cash as well as your ZAR and TFSA wallets.
How long does it take to get money from EasyEquities? ›Withdrawals may take up to 2-3 working days to reflect in your bank account. We make every endeavour to make this process as quick and easy as possible on our side, but we are to some extent at the mercy of the banking institutions with whom we deal and cannot make their processes any faster.
What is the best unit trust to invest in? ›| Aggressive | 1yr | Data as at 31 March 2024 |
|---|---|---|
| Allan Gray SA Equity Fund A | 3.7 | More InfoInvest |
| PSG Equity Fund Class A | 5.4 | More InfoInvest |
| Ninety One Value Fund R | 11.8 | More InfoInvest |
| Laurium Equity Prescient Fund (Nedgroup Inv SA Equity) A2 | -2.8 | More InfoInvest |
With Unit Trusts, a medium- to long-term investment (ie. 3 to 20 years) can give you much better returns than cash savings and fixed deposits in the long run.
Can you make money from unit trust? ›How do unit trusts make money? The trust makes returns by investing in well-performing assets, usually company shares, bonds, property funds, and other assets. The fund will pay out any quarterly or bi-annual returns as either income or growth, and you can usually decide how you want to receive the money.
How does money grow in a unit trust? ›The unit trust makes returns by investing in well-performing assets, usually company shares, bonds, property funds, and other assets. The fund will pay out any quarterly or bi-annual returns as either income or growth, and you can usually decide how you want to receive the money.
How much do I need to invest in a unit trust? ›
Unit trusts investments have the following advantages. Affordable and Accessible: Because investors buy into a pool of funds, they can hold shares without having to lay out big amounts of capital. For as little as R500 a month, you can invest in Old Mutual Unit Trusts.
Who should invest in unit trusts? ›- You are risk averse and want to prioritise protecting your capital.
- You are ideally investing for at least two years.
- You want to achieve returns better than inflation, but are comfortable with lower potential return over time than you might earn in a unit trust that takes on more risk.
– Income generated by the unit trust is taxable. This is regardless of whether an accumulation or income fund is used. – Payment is made gross.
Is a unit trust tax free? ›A tax-free unit trust works largely the same as a standard unit trust, except that you don't pay any tax on your interest or dividends earned, and capital gains are tax free too. This means you don't pay tax on the growth of your investment, which makes it a far more effective way to reach your goals.
Which is better ETF or unit trust? ›By investing in an ETF, an investor is essentially investing in an entire index. On the other hand, unit trusts offer a more active management, where investment professionals select the securities on behalf of investors.
Is EasyEquities good for beginners? ›The EasyEquities platform has been designed to be user friendly and intuitive, so even though this might be new territory for you, once you get going you'll find investing to be an easy and simple process.
What is the safest stock broker? ›- Webull.
- J.P. Morgan Self-Directed Investing.
- Robinhood.
- SoFi Active Investing.
- E*TRADE.
- Ally Invest.
- Firstrade.
- Public.
Registering your EasyEquities account using our Capitec app is a simple process that earns you a 20% discount on brokerage fee on any investment you make. You can also invest directly from your Capitec bank account, or immediately fund your account using the EasyEquities widget.
Is investing in equities risky? ›While there are many potential benefits to investing in equities, like all investments, there are risks as well. Market risks impact equity investments directly. Stocks will often rise or fall in value based on market forces. As a result, investors can lose some or all of their investment due to market risk.