Who can use this feature?
Bundles are currently only available to customers in South Africa, Malaysia, Nigeria, and Indonesia. The types of bundles you can invest in differ per country.
You can find a detailed breakdown of your bundle performance in your Luno app. This includes an overall performance insight at a glance, a profit and loss calculation, and individual asset information.
How to view your bundle's performance
- Sign in to Luno
- Select Portfolio
- Scroll down to the Bundles section of your portfolio
- Select the bundle
- Scroll down to view each of the sections below…
Performance graph
This graph shows how the value of the Luno Large Cap bundle has changed over time. You’ll see the percentage that the bundle’s value increased or decreased by, from the start to the end of the time period selected.
Every day at around 8PM (UTC), a new data point is added to the graph by checking the value of the bundle in USD at that time, and converting to your local currency. If you hover your cursor or hold your finger on the graph, you’ll see how the bundle performed leading up to that specific date you’re on.
The horizontal line going across the graph shows the value of the bundle at the start of the selected time period, so you can see at a glance how the current value compares to the starting value.
Keep in mind that past performance is not a reliable indication of future performance.
Profit and Loss
This section covers all-time totals for easy insight into your bundle’s overall performance.
- + Money in: Amount you’ve invested in your bundle
- - Fees: Amount paid in transaction costs and tracking fees
- + Growth: Value your bundle has gained
- - Money out: Amount you sold of your bundle
- = Total worth: Current value of your bundle
Here, below the profit and loss calculation, you’ll see how much your investment has gained or lost at a glance.
Tip
Read more on what fees are charged for bundles.
Assets info
This table shows from left to right:
- Which assets your bundle contains
- The % of your total investment in each asset
- The current value (in your local currency) of each asset in your bundle
Below the table, you’ll also find the number of assets (or “constituents”) included in your bundle, as well as the rebalancing timelines.
Tip
- If you’re curious about how each asset is chosen for your bundle, refer to the relevant bundle’s information page.
- Heard the term rebalancing? This article explains what it is and how bundle rebalancing works.
Note
Any profit made on your bundle investment may have tax implications. We recommend that you consult with your personal tax advisor on the potential tax implications of investing in any bundles offered by Luno.