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Cartesian EasyETFs Balanced Actively Managed ETF | South African–Multi Asset–High Equity
9.5566    +0.0022    (+0.023%)
NAV price (ZAR) Mon 9 Mar 2026 (change prev day)
 
Snapshot
Insufficient history to show 3 year performance<br>Fund started on 20 Jan 2026
Performance
<i><b>  Size</b></i><hr/>This gauge shows the size of the fund against all Rand-denominated retail funds (needle right indicates a large fund, needle left a small fund)
Size
<i><b>  Diversification</b></i><hr/>This gauge shows the level of diversification relative to other funds in the same second-tier (multi asset) category (needle right indicates a well-diversified fund)
Diversification
Insufficient history to calculate risk.<br>Fund started on 20 Jan 2026
Risk
Fund Performance
NAV and TRI Performance
  TRI
  NAV
   3 Months 6 Months 1 Year 3 Years 5 Years
Period    Return %Growth of R1 000
chart
* Not annualised
Key Facts and Fund Objective
Key Facts
Formation Date 20 Jan 2026
Fund Size (ZAR) 23 901 161
Latest Price 9.56
PlexCrowns (Senior)
PlexCrowns (Junior)
Total Expense Ratio-
Minimum Investment-
TTM Distribution Yield -
Fund Objective
The portfolio is an actively managed exchange-traded fund (ETF) listed on the Exchange, designed to achieve long-term capital growth. It follows a research-driven, quantitative and qualitative multi-asset investment strategy that reflects the manager's macro-economic views and market outlook. The portfolio invests in a diversified range of local and international assets, including equities, bonds, money market instruments, property-related securities, collective investment schemes, and other permitted financial instruments. Investments may be listed or unlisted and may include exchange-traded and over-the-counter instruments where appropriate. The portfolio is managed within applicable prudential limits and is fully compliant with Regulation 28 of the Pension Funds Act, the Collective Investment Schemes Control Act, and all relevant regulatory requirements....Read more
Asset Classes and Holdings
Asset Classes
 n/a100.00%  
Top Holdings as at
Holdings data for this fund is not available.
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