EasyETFs Balanced Actively Managed ETF
This fund is suitable for investors who are looking to achieve moderate capital appreciation by varying the asset allocation within the prudential guidelines. The fund offers strategy diversification from traditional investment styles.
HORIZON
7 Years
Available In
ZAR TFSA RA
Investment Objective
Long-term Capital Growth
Risk Profile
Aggressive
BENCHMARK
ASISA SA - MA - HE Category Average
BUNDLE FEE
0.5
TER
TBD%
About this Fund
The EasyETFs Balanced AMETF aims to achieve moderate capital appreciation with reasonable volatility within the prudential asset allocation constraints. The asset allocation of the fund will be varied according to the manager's view on the macroeconomic outlook as well as the attractiveness of each asset class. The portfolio is constructed using proprietary ranking and weighting methodologies to select momentum, growth, value and quality shares. The portfolio is regulation 28 complaint.
Who is this Suitable for?
- You are looking for high capital growth over the long term, in a diversified portfolio.
- You are comfortable taking on significant risk through market fluctuations which could result in capital loss.
- You are ideally investing for at least 7 years.
Investment Strategy
Bonds 22.01%
Cash 0.95%
Foreign Equity 43.72%
Property 1.85%
Local Equity 31.48%
Fund Charges (excl. VAT)
BUNDLE FEE
0.5 P/A (excl VAT)
TRANSACTION COSTS
TBD%
underlying total expense ratio (ter) Learn about what the total expense ratio is.
TBD%
total investment cost
TBD%
Transaction costs are estimated over a 3 year annualised period