EasyETFs Balanced Actively Managed ETF

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Pricing

*last updated 18 February, 2025
FUND SIZE TER
R 448 739 945 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 18 February, 2025
Timeline %
1 Week 1.09%
1 Month 0.98%
3 Months 5.72%
6 Months 18.33%
1 Year 22.75%
3 Years 8.85%
5 Years 11.34%
10 Years %
YTD 0.54%

Risk

*last updated 18 February, 2025
Daily Risk
3 Years Absolute Return 28.96
3 Years Maximum Drawdown 16.54
5 Years Absolute Return 71.07
5 Years Maximum Drawdown 24.66
Monthly Risk
3 Years Sharpe 1.14
3 Years Sortino 0.44
3 Years Standard Deviation 11.15
5 Years Sharpe 1.83
5 Years Sortino 0.77
5 Years Standard Deviation 12.09

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 96
35-54 1082
55+ 225

Buying

Buy For Count
Day n/a
Month 2299
Year 6246

Selling

Sell For Count
Day n/a
Month 1
Year 2

Age Groups

0-17 96
18-34 1677
35-54 1082
55+ 225