EasyETFs Balanced Actively Managed ETF
An AMETF that is regulation 28 compliant providing multi-asset exposure.
HORIZON
7 YEARS
Available In
ZAR TFSA RA
Investment Objective
Capital Growth
Risk Profile
Moderate - Aggressive
BENCHMARK
ASISA SA - MA - HE Category Average
BUNDLE FEE
TER
0.86%%
About this Fund
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.
Who is this Suitable for?
Investment Strategy
Bonds 13.71%
Cash 4.95%
Foreign Equity 43.65%
Property 6.58%
Local Equity 26.53%
Fund Charges (excl. VAT)
BUNDLE FEE
P/A (excl VAT)
TRANSACTION COSTS
%
underlying total expense ratio (ter) Learn about what the total expense ratio is.
0.86%%
total investment cost
1.29%%
Transaction costs are estimated over a 3 year annualised period