EasyETFs Balanced Actively Managed ETF

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Pricing

*last updated 16 April, 2025
FUND SIZE TER
R 474 199 723 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 16 April, 2025
Timeline %
1 Week 0.97%
1 Month 0.21%
3 Months -8.28%
6 Months 2.10%
1 Year 12.43%
3 Years 4.39%
5 Years 10.89%
10 Years %
YTD -8.81%

Risk

*last updated 16 April, 2025
Daily Risk
3 Years Absolute Return 13.74
3 Years Maximum Drawdown 16.48
5 Years Absolute Return 67.66
5 Years Maximum Drawdown 16.54
Monthly Risk
3 Years Sharpe -0.27
3 Years Sortino -0.1
3 Years Standard Deviation 12.13
5 Years Sharpe 2.07
5 Years Sortino 0.88
5 Years Standard Deviation 11.72

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
0-17 119
35-54 1254
55+ 270

Buying

Buy For Count
Day n/a
Month 1675
Year 9266

Selling

Sell For Count
Day n/a
Month n/a
Year 30

Age Groups

0-17 119
18-34 1911
35-54 1254
55+ 270