| 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 1,083,143,913.69 |
| TIC (TER where TIC not indicated): 1.17% (What is TER?) | Distribution: Annually | Sep-26: 20.39 (cents/unit) |
| Returns as per MDD and annualised to the date of the MDD publication.
1 year 9.09% | 3 year 21.93% | 5 year 12.19% | Since listing 13.39% |
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| Top holdings:
SATRIX SA BOND PORTFOLIO (12.71%), NEW GOLD ISSUER LTD (7.73%), SATRIX NAS 100 (5.02%), CAPITEC BANK HOLDINGS LTD (4.50%), PAN AFRICAN RESOURCE (3.40%), LUMENTUM HOL (3.37%), NVIDIA CORP (2.80%), BHP GROUP LTD (2.52%), ANGLOGOLD ASHANTI PLC (2.49%), FORMFACTOR INC (2.43%) |
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| MDD updated: 30 September 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.