What is EasyWealth?

EasyWealth is a website tool that simplifies investing for individuals who want to grow their wealth without the hassle of managing individual stocks or funds.



The portal gives investors the lowdown on bundles and unit trusts and allows them to easily compare up to 3 bundles or unit trusts - all of which are available on the EasyEquities platform.

What are bundles and unit trusts, you ask? Well, in a nutshell, these are collections of shares and funds that have been pre-selected by industry experts and are designed to provide diversification and reduce risk. 

So instead of choosing individual investments and doing all the research and analysis yourself, you can rely on the expertise of professional money managers.

On EasyWealth, you'll have a quick overview of how bundles and unit trusts on the EasyEquities platform have performed. The filter options available are monthly, yearly, in the last 3 months, in the last 6 months, and year-to-date.

Courses on bundles and unit trusts will be available on EasyAcademy soon, so be sure to check back so you don't miss those lessons!

Start your EasyWealth journey by getting on Finder. You may spice up your searches by playing with the available filters:

Bundles 

  • Risk profile
  • Risk score
  • Asset allocation
  • Account
  • Benchmark
  • Manager
  • Bundle fees


Unit Trusts

  • Manager
  • Fund size
  • Fund classification
  • Income distribution
  • Account type


Continue learning and happy investing!

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