ETFSA Balanced Foundation Prescient AMETF

What is the ETFSA Balanced Foundation Prescient AMETF?

ETFSA Balanced Foundation Prescient Actively Managed Exchange Traded Fund (AMETF) is a low cost, strategic, high equity fund. By blending stable income-generating assets with growth-oriented investments, it’s a fairly static yet still flexible portfolio that aims to achieve sustainable long-term returns, while mitigating downside risks.

A first to market balanced fund solution incorporating all of the major asset classes.

Stable yet flexible

Because it’s balanced across asset classes, it offers a stable yet flexible investment strategy, making it ideal for longer term investments of over five years.

A solid anchor

It’s the ideal starting place for both beginner and experienced investors alike, allowing you to anchor your portfolio with a solid foundation.

Local and global outlook

It incorporates products offered by Satrix, 10X and 1nvest, as well as notes from some of the leading banks.

A solid track record

The existing ETFSA RA Wealth Default portfolio has achieved 10.5% compounded over the last 5 years, as of the end of July 2024.

Regular contributors

A perfect solution for regular contributions to an RA or TFSA.

Speak to one of our advisors

Chat to our team

How to invest

The ETF is available on our Investor Hub as well as all stockbrokers with access to the JSE and listed securities.

Investor Hub

Please return soon for fact sheets and other information.

What does it cost?

The ETFSA Balanced Foundation Prescient AMETF is low cost with a management fee of only 0.3% (ex-VAT).

TER

The fund has an expected TER of 0.52%.