| Squirrel Away EasyETFs Balanced Actively Managed ETF
Type: Active ETF |
JSE code: SQRL |
| Benchmark: ASISA South African – Multi Asset – Medium Equity Category Average | Classification: Local Multi Asset |
| Tax-free investing: Allowed (What is tax-free?) | Market cap: R 4,337,258.57 |
| TIC (TER where TIC not indicated): % (What is TER?) | Distribution: Annually (after August year-end; none paid yet – new fund) |
| Returns as per MDD and annualised to the date of the MDD publication.
1 year % | 3 year % | 5 year % | Since listing % |
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| Top holdings:
Satrix SA Bond Portfolio (17.9%), Satrix S&P 500 Feeder (15.0%), 1NVEST S&P500 FD (13.0%), SATRIX PROPERTY PORTFOLI (2.98%), Gold Fields Ltd (2.94%), Naspers Ltd – N Shares (2.61%), ANGLOGOLD ASHANTI PLC (2.37%), Firstrand Ltd (1.82%), Standard Bank Group Ltd (1.61%), CAPITEC LIMITED (1.50%) |
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| MDD updated: 1 October 2026 (Understanding your MDD)
MDD web link here (BETA): |
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| Description:
Aims for long-term capital growth and moderate income through a diversified, actively managed mix of mainly South African equities, bonds, listed property and ETFs/unit trusts, with selective offshore exposure and a medium equity allocation. Managed by Squirrel Away (Pty) Ltd within Regulation 28 limits. |
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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.