Cartesian EasyETFs Balanced Actively Managed ETF

What it aims to do

The portfolio is an actively managed exchange-traded fund (ETF) listed on the Exchange, designed to achieve long-term capital growth. It follows a research-driven, quantitative and qualitative multi-asset investment strategy that reflects the manager macro-economic views and market outlook. The portfolio invests in a diversified range of local and international assets, including equities, bonds, money market instruments, property-related securities, collective investment schemes, and other permitted financial instruments. Investments may be listed or unlisted and may include exchange-traded and over-the-counter instruments where appropriate. The portfolio is managed within applicable prudential limits and is fully compliant with Regulation 28 of the Pension Funds Act, the Collective Investment Schemes Control Act, and all relevant regulatory requirements. Asset allocation is actively adjusted in response to changing market conditions, with the flexibility to hold cash when necessary.