EasyETFs Balanced Actively Managed ETF

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Pricing

*last updated 9 June, 2026
FUND SIZE TER
R 1 076 314 471 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 9 June, 2026
Timeline %
1 Week -4.73%
1 Month -3.84%
3 Months 7.16%
6 Months 10.52%
1 Year 34.00%
3 Years 23.85%
5 Years 13.66%
10 Years %
YTD 10.32%

Risk

*last updated 9 June, 2026
Daily Risk
3 Years Absolute Return 89.96
3 Years Maximum Drawdown 16.48
5 Years Absolute Return 89.68
5 Years Maximum Drawdown 16.54
Monthly Risk
3 Years Sharpe 5.07
3 Years Sortino 2.6
3 Years Standard Deviation 13.69
5 Years Sharpe 2.36
5 Years Sortino 1.03
5 Years Standard Deviation 13.01

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
0-17 798
35-54 6582
55+ 1304

Buying

Buy For Count
Day 10
Month 5897
Year 69584

Selling

Sell For Count
Day n/a
Month 4
Year 51

Age Groups

0-17 798
18-34 9928
35-54 6582
55+ 1304