Squirrel Away EasyETFs Balanced Actively Managed ETF
A diversified, medium-equity ETF aiming for long-term growth and some income, managed by Squirrel Away.
What it aims to do
The Portfolio aims to achieve long-term capital growth and moderate income generation through a diversified, actively managed investment approach. The Portfolio primarily invests across South African equities, bonds, listed property, money market instruments and participatory interests in collective investment schemes, with selective foreign exposure permitted. The Portfolio maintains a medium equity risk profile and is managed in accordance with the ASISA South African Multi Asset Medium Equity classification and Regulation 28 of the Pension Funds Act.
Fund details
| JSE code | SQRL |
|---|---|
| Risk profile | Moderate |
| Classification | ASISA South Africa - Multi Asset - Medium Equity |
| Benchmark | ASISA South African – Multi Asset – Medium Equity |
| Management fee | 0.85% excl VAT |
| Distributions | Annually |
| Asset manager | Squirrel Away |
| Trustee | RMB Trustees |
| 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.