How to Use the EasyWealth Portal

Let's search and compare funds using EasyWealth! To get started, go online and navigate to the EasyWealth Portal.

If you’re not yet sure what you’re looking for, head on over to Finder and you’ll find listings for Bundles and Unit Trusts and you can filter the search separately per investment type. 

EasyWealth filters

At any time during your search, you may click on the bundle or unit trust you wish to review to pull up more information about the investment and help you decide.

Remember to consider factors like your risk tolerance, time horizon, and life goals.

If you already know the names of the investments you want to compare, you can locate them in Finder and tick the box next to each item you wish to compare. You can compare up to 3 items at a time.

In the short video clip below, we will compare the following global general equity funds: Sygnia FAANG.AI Equity Fund, SaltLight SNN Worldwide Flexible Fund, and Bluealpha BCI Global Equity Fund C. As of March 2024, these funds demonstrated significant growth over both short and long terms, indicating strong performance in global equities.

EasyTip: Past performance does not guarantee future results which means an investment may not continue to do well in the future just because it did well in the past.

There is also an option to compare funds in the Compare section, where you can browse through what’s available and choose up to 3 that match what you’re looking for.

Here’s a quick video on how to do this, this time let's look at South African general equity funds Methodical BCI Equity Fund B1 and Sentio SCI Hikma Shariah General Equity Fund A1 - both funds that have maintained steady growth in the first quarter of 2024.

After making your selection, you’ll see two icons in the top right of your newly selected item - these allow you to quickly replace or delete your choice if you’d like to start over.



Remember, EasyWealth aims to make investing even more straightforward by allowing you to find and compare bundles and unit trusts you’re eyeing and then letting the professionals handle the rest of the details!

Try out EasyWealth today!

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