
Baskets & Bundles
A lil' bit of this and that
Too much choice can drive you crazy, so we’re making it #easy (It’s what we do!)
Too much choice can drive you crazy, so we’re making it #easy (It’s what we do!)
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.
© EasyEquities. EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorized Financial Services Provider (FSP number 22588). All trades on the EasyEquities platform are subject to the legal terms and conditions to which you agree to be bound. The EasyEquities platform enables users to invest in securities which includes whole shares and fractional share rights (FSRs). EasyEquities acts as an agent for the issue of whole shares, where the investor is the registered owner of those shares, entitled to dividends, participation in corporate actions and all the economic benefits and risks associated with share ownership.
In respect of FSRs, EasyEquities acts as principal to a contract for difference issued to the investor, where the investor will have a contractual claim against EasyEquities to the economic benefits and risks associated with share ownership (price movements and dividends) without having ownership rights in the underlying share. Fractional share rights (FSRs) which are issued through a contract for difference, are an over the counter derivative. Unlike whole shares, FSRs do not carry any voting rights. As the investor makes further investments in FSRs and ultimately ends up with a whole share, the contract for difference is closed out and ownership whole share is delivered to the investor.
The availability of any share on the EasyEquities platform is based on various factors but is not an indication of value and does not mean that any share is an appropriate investment for you.
The availability of any share on the browse shares page does not necessarily indicate any contractual relationship between EasyEquities and the listed company, or the payment of fees for services. Brand Logos are owned by the respective companies and not by EasyEquities. The use of a company’s brand logo does not represent an endorsement of EasyEquities by the company, nor an endorsement of the company by EasyEquities, nor does it necessarily imply any contractual relationship. Further investment disclosures are available on the EasyEquities website.
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