| ETFSA Balanced Foundation Prescient AMETF
Type: Active ETF |
JSE code: ETFSAB |
| Benchmark: ASISA South African – Multi-Asset – High Equity Category Average | Classification: Global Multi Asset |
| Tax-free investing: Allowed (What is tax-free?) | Market cap: 734385471 |
| TIC (TER where TIC not indicated): 0.6% (What is TER?) | Distribution: Quarterly; Mar 26: 2.850 cpu, Dec 25: 6.895 cpu, Sep 25: 4.050 cpu, Jun 25: 5.845 cpu |
| Top holdings:
Satrix Top 40 ETF (17.3%), Nedbank ALBI TR Note (18.1%), FNB MSCI ACWI TR Note (17.5%), Satrix Capped All Share (11.5%), 10X Total World Stock (9.5%), Satrix GOVI (6.8%), Prescient Income Provider AMETF (4.2%), 1nvest SA Property (4.7%), Prescient Yield QuantPlus (1.1%), Cash (0.1%) |
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| MDD updated: 31 March 2026 (Understanding your MDD) | |
| Description:
The portfolio will aim to offer a strategic asset allocation of multi-asset classes, to achieve steady, long-term capital growth that is supplemented with income. This AMETF balances exposure to interest rate instruments, with investments into global and local equity markets and is ideal for investors with a moderate to high risk profile. |
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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.