Our ETFs · EASYBF
EasyETFs Balanced Actively Managed ETF
A Regulation 28-compliant ETF with exposure across shares, bonds, property and cash.
What it aims to do
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.
Fund details
| JSE code | EASYBF |
|---|---|
| Risk profile | Aggressive |
| Classification | South Africa - Multi Asset - High Equity |
| Benchmark | ASISA Multi-Asset High Equity Category Average |
| Management fee | 0.50% excl VAT |
| Total expense ratio (TER) | 0.97% incl VAT |
| Total investment cost (TIC) | 1.17% incl VAT |
| Distributions | Annually - September |
| Asset manager | EasyAssetManagement (FSP#44978) |
| Trustee | FirstRand Bank |
| Auditor | BDO |
Price, performance and holdings
The latest price is on EasyEquities. Performance, holdings and asset allocation are in the ETF's factsheet (minimum disclosure document), published monthly.