EasyETFs Balanced Actively Managed ETF

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Pricing

*last updated 4 June, 2025
FUND SIZE TER
R 548 885 177 n/a

Current Prices Prices update end of day

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ETF Information

ETF Data
Fund Type ETF Inception Date 01-12-2018
Asset Class Multi Asset - High Equity Index Tracked N/A (Active Managed ETF)
Geo Focus South Africa Index Weighting N/A
Fund Strategy Blend Fund Expense Ratio n/a
Classification Multi Asset – High Equity Institution EasyETFs
Broad Classification Multi Asset - High Equity Risk Profile n/a
Domestic/Foreign Domestic Actively Managed Y
Available In TFSA Account YES JSE Code undefined
Dividends Pays Dividends Dividend Frequency Annually
ETF Data
Fund Type ETF
Inception Date 01-12-2018
Asset Class Multi Asset - High Equity
Index Tracked N/A (Active Managed ETF)
Geo Focus South Africa
Index Weighting N/A
Fund Strategy Blend
Fund Expense Ratio n/a
Classification Multi Asset – High Equity
Institution EasyETFs
Broad Classification Multi Asset - High Equity
Risk Profile n/a
Domestic/Foreign Domestic
Actively Managed Y
Available In TFSA Account YES
Dividends n/a
Dividend Frequency Annually
JSE Code undefined

Performance

*last updated 4 June, 2025
Timeline %
1 Week 2.77%
1 Month 8.09%
3 Months 12.03%
6 Months 4.18%
1 Year 24.20%
3 Years 10.00%
5 Years 12.03%
10 Years %
YTD 3.26%

Risk

*last updated 4 June, 2025
Daily Risk
3 Years Absolute Return 32.64
3 Years Maximum Drawdown 16.48
5 Years Absolute Return 76.5
5 Years Maximum Drawdown 16.54
Monthly Risk
3 Years Sharpe 0.99
3 Years Sortino 0.38
3 Years Standard Deviation 12.86
5 Years Sharpe 2
5 Years Sortino 0.84
5 Years Standard Deviation 11.48

Fees

 
ETF Data
Annual Management Fee n/a
Performance Fee n/a
TER n/a
Transaction Cost n/a

Dividends

 
ETF Data
Last Payable Date TBD
Last Payable Amount TBD
Next Payable Date
Next Payable Amount TBD
More information and Research on this ETF View Info
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Trading Statistics on EasyEquities

See below for what our other EasyEquities users think of this ETF.

Age Group

Age Count
0-17 160
35-54 1642
55+ 327

Buying

Buy For Count
Day 9
Month 2911
Year 13135

Selling

Sell For Count
Day n/a
Month 1
Year 34

Age Groups

0-17 160
18-34 2512
35-54 1642
55+ 327