Sometimes it’s nice not to have to make every. single. decision. Imagine you could count on an expert or someone you think has the smarts to swoop in and pick out a selection of shares at the right amounts so you get just what you’re looking for? Enter: baskets and bundles. They allow you to access a combination of shares chosen by a top investment guy, personality, strategy or theme that matches your personal risk level or investment goals.
A basket is a bunch of shares with assigned weightings which has been pre-selected by well-known personalities and pros! And like with everything we do we’re keeping things cheap cheap - the only additional cost to you is a teensy basket fee which is shown on your invoices at the end of your transaction. If there’s some stuff in your basket that you don’t want, you can of course take it out. But you can’t put anything else back in or replace what you have taken out with other shares.
If you remove any of the shares in your basket, the weighting will re-adjust so that you still get 100% of the value you have put in. Each share purchased is invoiced individually each lives in your EasyEquities account the same way your other shares do on your account overview page.
Invest in a collection of shares pre-selected by someone you reckon has the smarts. And then, chillax. Someone else can take it from here. Aside from you being able to remove shares from your bundle at the start, you don’t have to a thing.
While you take it Easy… Your bundle creator will be buying or selling shares in your portfolio, and re-adjusting weightings to keep the risk vs reward balance in check. There’s a small bundle fee which goes to the creator for their skill and because bundles are a bulk transaction, you’ll only be invoiced once for your buy.
When choosing a basket or bundle that is right for you, it's important to remember that higher risk shares normally offer higher rewards! This means that the shares that have the potential to give you the biggest returns are also the most risky. Invest within the range of risk that makes you feel most comfortable.