EasyETFs Balanced Actively Managed ETF
An AMETF that is regulation 28 compliant providing multi-asset exposure.
The Fund aims to achieve moderate capital appreciation through a diversified investment approach, combining quantitative and qualitative strategies. The portfolio primarily invests in a mix of South African and global equities, bonds, money market instruments, listed real estate securities, and participatory interests in collective investment schemes. The Fund is Regulation 28 compliant.
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.
EasyETFs Balanced Actively Managed ETF Details
As on 20260226
Share Code
EASYBF
Price / NAV (ZAC)
1389.1
Fund Size (ZAR)
958171201.77
Distributable Amount
8.34
Management Fee (including VAT)
0.58%
Total Expense Ratio (Incluing VAT):
TBD
Total investment Cost (Including VAT)
TBD
General Fund Details
Classification
South Africa - Multi Asset - High Equity
Benchmark
ASISA Multi-Asset High Equity Category Average
Distribution Dates
Annually - September
Asset Manager
EasyAssetManagement (FSP#44978)
Trustee
FirstRand Bank
Auditor
BDO
Risk Profile
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.
