IVY EasyETFs AI Innovation AMETF
TICKER: IVYAI
IVY EasyETFs AI Innovation AMETF
The portfolio is an actively managed, exchange-traded fund listed on the Exchange. It aims to deliver long-term capital growth by investing primarily in global equities, with a focus on companies benefiting from Artificial Intelligence innovation and related technological advancements. The portfolio is managed within the ASISA Global Equity General classification and maintains a high equity exposure consistent with its growth objective.
6 Month Performance: %
EasyETFs AI World Actively Managed ETF
TICKER: EASYAI
EasyETFs AI World Actively Managed ETF
The primary objective of the portfolio is to provide a medium whereby investors can obtain long term capital appreciation by following a long term equity strategy that invests primarily in foreign markets in equities that the Manager believes will benefit from the creation, adoption and utilisation of artificial intelligence.
6 Month Performance: %
EasyETFs Global Equity Actively Managed ETF
TICKER: EASYGE
EasyETFs Global Equity Actively Managed ETF
The Fund aims to deliver long-term capital growth by implementing a focused equity strategy that invests in global markets. The fund targets sectors, regions, and themes with high growth potential, seeking to outperform over the long term while providing investors with diversified exposure to international opportunities.
6 Month Performance: %
EasyETFs Balanced Actively Managed ETF
TICKER: EASYBF
EasyETFs Balanced Actively Managed ETF
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.
6 Month Performance: %
Cartesian EasyETFs Balanced Actively Managed ETF
TICKER: CARTBL
Cartesian EasyETFs Balanced Actively Managed ETF
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 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.
6 Month Performance: %
EasyETFs CPI + 3 Actively Managed ETF
TICKER: EASY3
EasyETFs CPI + 3 Actively Managed ETF
The portfolio is an actively managed ETF aiming to deliver inflation-beating returns of CPI + 3% over rolling three-year periods, while maintaining a low-risk, capital-preservation focus. It invests in a diversified mix of local and offshore asset classes, including equities, bonds, property, cash, and collective investment schemes, in line with Regulation 28 and ASISA low equity guidelines. The strategy emphasizes income generation, low volatility, and stable long-term growth through careful, research-driven asset selection.
6 Month Performance: %
EasyETFs CPI + 5 Actively Managed ETF
TICKER: EASY5
EasyETFs CPI + 5 Actively Managed ETF
The portfolio is an actively managed exchange traded fund (AMETF) listed on the JSE, aiming to deliver a real return of CPI + 5% over rolling five-year periods while maintaining a moderate-risk profile. It seeks a balance between capital growth and income generation, with an expectation of moderate short-term volatility and sustainable long-term returns. The Portfolio is managed in line with Regulation 28 of the Pension Funds Act and ASISA Multi Asset – Medium Equity guidelines and invests in a diversified mix of local and global assets, including equities, bonds, property, cash, and collective investment schemes, selected through a research-driven investment process.
6 Month Performance: %
EasyETFs CPI + 7 Actively Managed ETF
TICKER: EASY7
EasyETFs CPI + 7 Actively Managed ETF
The portfolio is an actively managed ETF targeting a real return of CPI + 7% over rolling seven-year periods, with a high-risk profile focused on maximising long-term capital growth. It invests in a diversified mix of local and offshore assets, including equities, bonds, property, cash, and collective investment schemes, in line with Regulation 28 and ASISA high equity guidelines. The strategy is research-driven, emphasising capital appreciation and higher equity exposure, while managing volatility through disciplined asset selection.
6 Month Performance: %
Anchor EasyETFs Aspirant Global Equity Actively Managed ETF
TICKER: AAGEET
Anchor EasyETFs Aspirant Global Equity Actively Managed ETF
An actively managed global equity ETF aiming to achieve long-term capital growth through investment predominantly in global equities listed on recognised foreign exchanges. The portfolio is an actively managed exchange traded fund listed on the JSE. The portfolio follows a research-driven investment approach informed by macroeconomic and market analysis, with investments selected across industries and market capitalisations. The portfolio is managed in accordance with the ASISA Global – Equity – General classification and maintains a high equity exposure consistent with its long-term growth objective.
6 Month Performance: %
Anchor EasyETFs Aspirant SA Equity Actively Managed ETF
TICKER: AASAET
Anchor EasyETFs Aspirant SA Equity Actively Managed ETF
An actively managed South African equity ETF aiming to achieve long-term capital growth through investment predominantly in locally listed equities. The portfolio is an actively managed exchange traded fund listed on the JSE. The portfolio follows a research-driven investment approach informed by macroeconomic and market analysis and is managed in accordance with the ASISA South African – Equity – SA General classification, maintaining a high equity exposure consistent with its long-term growth objective.
6 Month Performance: %
Benguela EasyETFs Global AI Revolution Actively Managed ETF
TICKER: BGFMAI
Benguela EasyETFs Global AI Revolution Actively Managed ETF
The Benguela EasyETFs Global AI Revolution Actively Managed ETF seeks to deliver long-term capital growth by investing primarily in global companies at the forefront of the Artificial Intelligence revolution and related technological innovation. Using a research-driven investment approach, the portfolio invests across a diversified range of international equities and selected collective investment schemes, with the flexibility to manage risk and enhance portfolio efficiency where appropriate. The fund is actively managed to identify opportunities across global markets while maintaining a high-equity investment profile focused on long-term wealth creation.
6 Month Performance: %
Squirrel Away EasyETFs Balanced Actively Managed ETF
TICKER: SQRL
Squirrel Away EasyETFs Balanced Actively Managed ETF
The Portfolio aims to achieve long-term capital growth and moderate income generation through a diversified, actively managed investment approach. The Portfolio primarily invests across South African equities, bonds, listed property, money market instruments and participatory interests in collective investment schemes, with selective foreign exposure permitted. The Portfolio maintains a medium equity risk profile and is managed in accordance with the ASISA South African Multi Asset Medium Equity classification and Regulation 28 of the Pension Funds Act.
6 Month Performance: %
MitonOptimal EasyETFs SA Protected Equity Actively Managed ETF
TICKER: MITONC
MitonOptimal EasyETFs SA Protected Equity Actively Managed ETF
The MitonOptimal EasyETFs SA Protected Equity Actively Managed ETF is an actively managed ETF listed on the JSE. Its objective is long-term capital growth, with a risk-return profile similar to the overall South African equity market, while using protective financial instruments to limit downside. The fund gets its core equity exposure through FTSE/JSE Top 40 index futures, combined with an options collar: long protective puts financed by short calls. It also holds selected direct JSE equities, each with its own collar, plus money market and bond funds that back the futures exposure and manage liquidity. It invests in South Africa only. It is classified as South African Multi-Asset Flexible on an effective-exposure basis.
6 Month Performance: %
EASYETFS SA EQUITY BEST IDEAS ACTIVELY MANAGED ETF
TICKER: BEST
EASYETFS SA EQUITY BEST IDEAS ACTIVELY MANAGED ETF
The Portfolio’s primary objective is to achieve longterm capital growth, by investing predominantly in South African equity securities listed on recognised exchanges, to produce a risk-return profile of the overall South African equities market. The portfolio will be managed in accordance with the investment limitations applicable to the ASISA South African – Equity – SA General portfolio classification category. The portfolio will follow a research-driven investment strategy, informed by the Manager's macroeconomic outlook, thematic assessments, individual stock analysis and proprietary ranking and weighting methodologies. Investments will predominantly include individual South African equity securities and participatory interests in portfolios of collective investment schemes that align with the portfolio’s objectives, selected through robust due diligence, across all industry groups and market capitalisation.
6 Month Performance: %
| FUND NAME | ISIN | FUND SIZE | PRICE / NAV | DISTRIBUTABLE AMOUNT | MANAGEMENT FEE |
|---|---|---|---|---|---|
 IVY EasyETFs AI Innovation AMETF |
ZAE000358883 | 93947976.62 | 1101.78 | -8.8 | 1.00% (Excl VAT) |
 EasyETFs AI World Actively Managed ETF |
ZAE000340444 | 501807024.88 | 7543.05 | -107.36 | 0.70% Excl VAT |
 EasyETFs Global Equity Actively Managed ETF |
ZAE000341616 | 555261174.04 | 1313.48 | -12.98 | 0.60% Excl VAT |
 EasyETFs Balanced Actively Managed ETF |
ZAE000340642 | 1025964301.4 | 1246.35 | 9.99 | 0.50% Excl VAT |
 Cartesian EasyETFs Balanced Actively Managed ETF |
ZAE000355962 | 43112127.81 | 917.08 | 7.28 | 1.00% Excl VAT |
 EasyETFs CPI + 3 Actively Managed ETF |
ZAE000356580 | 28115640.45 | 1013.64 | 6.63 | 0.65% Excl VAT |
 EasyETFs CPI + 5 Actively Managed ETF |
ZAE000356432 | 60034745.73 | 1009.13 | 6.02 | 0.65% Excl VAT |
 EasyETFs CPI + 7 Actively Managed ETF |
ZAE000357125 | 127389071.7 | 1003.74 | 4.63 | 0.65% Excl VAT |
 Anchor EasyETFs Aspirant Global Equity Actively Managed ETF |
ZAE000360442 | 31993595.95 | 1014.72 | -3.65 | 0.70% excl VAT |
 Anchor EasyETFs Aspirant SA Equity Actively Managed ETF |
ZAE000360673 | 16060111.79 | 931.23 | 7.49 | 0.70% excl VAT |
 Benguela EasyETFs Global AI Revolution Actively Managed ETF |
ZAE000366019 | 30505002.42 | 891.75 | -2.81 | 0.75% excl VAT |
 Squirrel Away EasyETFs Balanced Actively Managed ETF |
ZAE000367728 | 5980771.29 | 998.49 | 11.63 | 0.85% excl VAT |
 MitonOptimal EasyETFs SA Protected Equity Actively Managed ETF |
ZAE000366001 | 61102482.22 | 1000.53 | .25 | 0.65% excl. VAT |
| ZAE000371464 | 0 | 0 | 0 | 0.60% Excl VAT |
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