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!)

How do Baskets & Bundles Work?

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 certain 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.

What’s your Vibe?

When choosing a basket or bundle that is right for you, it's important to remember that higher risk strategies normally offer higher rewards! This means that the shares that have the potential to give you the biggest returns might also be the riskiest. Whether you want to risk it for the biscuit or keep calm and stay conservative, that’s on you… but we’ve made working that out a little easier with our RiskAlyse questionnaire. Give it a whirl!

Browse Baskets Browse Bundles

Are you a Basket Case?

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 and each will be included in your EasyEquities account the same way your other shares do on your account overview page.

Bundles: Invest and Chill

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.

While you take it Easy… Your bundle creator will decide on the makeup of your portfolio, and whether the weightings need to be re-adjusted 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. If there's anything you don't want to include in your bundle, you can exclude it (temporarily or always) in your excluded instruments setting.

Baskets or Bundles: What’s the Difference?

Baskets

Not Managed
Preselected shares
Can remove and exclude shares but not add
Basket fee applies
Separate Transactions, separate invoices
No share rebalancing
Shares live in your account with all other shares and are sold separately
Automatically accept T's and C's

Bundles

Managed
Preselected shares
Can't remove or add shares but can exclude
Bundle fee and bundle renewal fee applies
One transaction, one invoice
Shares are sold, bought and rebalanced
Shares are tied to the bundle and cannot be sold individually
Requires accepting a mandate and T's and C's

The Best Baskets and Bundles for Me

Risk Vs Reward

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.