Cartesian EasyETFs Balanced Actively Managed ETF
An AMETF seeking risk adjusted exposure that is regulation 28 compliant.
The portfolio is an actively managed exchange-traded fund (ETF) listed on the Exchange, designed to achieve long-term capital growth. It follows a research-driven, quantitative and qualitative multi-asset investment strategy that reflects the manager’s macro-economic views and market outlook. The portfolio invests in a diversified range of local and international assets, including equities, bonds, money market instruments, property-related securities, collective investment schemes, and other permitted financial instruments. Investments may be listed or unlisted and may include exchange-traded and over-the-counter instruments where appropriate. The portfolio is managed within applicable prudential limits and is fully compliant with Regulation 28 of the Pension Funds Act, the Collective Investment Schemes Control Act, and all relevant regulatory requirements. Asset allocation is actively adjusted in response to changing market conditions, with the flexibility to hold cash when necessary.
Fund Price
The investment performance is for illustrative purposes only and is calculated by taking into account JSE closing prices. Past performance is not indicative of future performance.
Cartesian EasyETFs Balanced Actively Managed ETF Details
As on TBD
Share Code
CARTBL
Price / NAV (ZAC)
TBD
Fund Size (ZAR)
TBD
Distributable Amount
TBD
Management Fee (including VAT)
TBD
Total Expense Ratio (Incluing VAT):
TBD
Total investment Cost (Including VAT)
TBD
General Fund Details
Classification
South Africa - Multi Asset - High Equity
Benchmark
ASISA - SA - MA - HE Category Average
Distribution Dates
Quarterly - August, November, February, May
Asset Manager
Cartesian Capital (FSP#45318)
Trustee
FirstRand Bank
Auditor
BDO
Risk Profile
Moderate-Aggressive
Performance Table
| Fund* | Benchmark** | CPI Inflation*** | |
|---|---|---|---|
| UNANNUALISED: | |||
| Since Inception | Coming soon | Coming soon | Coming soon |
| Year to Date | Coming soon | Coming soon | Coming soon |
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EasyETFs Performance Indicator
Performance is for illustrative purposes only and past performance is not indicative of future performance. An individual’s investment performance and the Portfolio NAV may differ from the indicators in the graph as a result of other factors such as brokerage fees, acquisition prices, portfolio costs, management fees, dividend declarations and reinvestment, and withholding taxes, where applicable.
