| EasyETFs Balanced Actively Managed ETF
Type: Active ETF |
JSE code: EASYBF |
| Benchmark: ASISA SA – MA – HE Category Average | Classification: Local Multi Asset |
| Tax-free investing: Allowed (What is tax-free?) | Market cap: R 1,137,173,741.99 |
| TIC (TER where TIC not indicated): 1.29% (What is TER?) | Distribution: Annually | Sep-25: 16.70799 (cents/unit) |
| Returns as per MDD and annualised to the date of the MDD publication.
1 year 35.659999999999997% | 3 year 24.54% | 5 year 14.24% | Since listing 15.15% |
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| Top holdings:
EasyETFs Global Equity AMETF (21.0%), EasyETFs AI World AMETF (20.8%), Satrix SA Bond Portfolio (12.8%), Satrix Nasdaq 100 (4.77%), New Gold Issuer Ltd (4.43%), Capitec Bank Holdings Ltd (4.30%), ZAR Cash (3.13%), Pan African Resources (2.92%), BHP Group Ltd (2.42%), AngloGold Ashanti Plc (2.22%) |
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| MDD updated: 30 June 2026 (Understanding your MDD)
MDD web link here (BETA): |
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| Description:
Aims for moderate capital appreciation with reasonable volatility within prudential asset allocation constraints. Asset allocation varied based on manager’s macroeconomic outlook. |
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All data from the issuer Minimum Disclosure Documents (MDD) and updated as they update their MDDs. Please check all data, we take no responsibility for errors.