How do I track the performance of my bundle?

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Who can use this feature?

The Luno Large Cap Bundle is currently only available to customers in South Africa and Nigeria.

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 coin information.

 

Here's how

  1. Sign in to Luno

  2. Select Wallets

  3. Select the Bundles card, then Luno Large Cap

  4. Scroll down to view each of the sections below…

 

Profit and Loss

This section covers all-time totals for easy insight into your bundle’s overall performance.

  • + ZAR in: Your initial bundle investment

  • - Fees: for Luno to keep the lights on

  • + ZAR growth: The value your bundle has gained

  • - ZAR out: The amount you've removed from your bundle by selling

  • = Total worth: The total 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 here.

 

Coin info

This table shows from left to right:

  • Which coins your bundle contains

  • The % of your total investment in each coin

  • The current ZAR value of each coin in your bundle

Below the table, you’ll also find the number of coins (or “constituents”) included in your bundle, as well as the rebalancing timelines.

Tip

  • If you’re curious about how each coin is chosen for your bundle, visit this article.

  • If you’d like to learn more about rebalancing and how it works, visit this article.

 

Let's talk about tax

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 the Luno Large Cap bundle.

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