EasyETFs: What Drove Another Month of Results

September brought another round of solid growth across all three EasyETFs Actively Managed ETFs (AMETFs). More from EasyAssetManagement (EAM).

A Strong Month for EasyETFs Investors

With each fund outperforming its benchmark, it’s a great example of how a clear, thematic strategy can deliver strong results, even in changing markets.

Whether you’re new to investing or deep in the game, this update unpacks where the growth came from and what’s driving it.

EasyETFs AI World AMETF (EASYAI)

Leading from the Front
EASYAI surged ahead in September, beating its Morningstar Global Artificial Intelligence Select benchmark and reinforcing the strength of its core themes.

• MTD: +15.21% vs Benchmark +4.75%

• YTD: +32.95% vs Benchmark +13.14%

• Since Inception: +67.53% vs Benchmark +25.83%

• Assets under management (AUM): R350.0 million 

The unprecedented demand for AI is also fuelling the rise of next-generation “neo-clouds” and infrastructure providers working to overcome compute and connectivity bottlenecks. EAM has benefited from these powerful tailwinds through investments in companies like Oracle, a leading AI infrastructure provider, and Nebius, which enables high-speed connectivity to alleviate compute constraints. 

EasyETFs Global Equity AMETF (EASYGE)

Performance With a Passport
The EasyETFs Global Equity AMETF delivered another standout month, outperforming its benchmark by a wide margin across every period.

• MTD: +16.51% vs Benchmark +1.41%

• YTD: +38.73% vs Benchmark +8.19%

• Last 12 Months: +91.00% vs Benchmark +21.54%

• AUM: R368.3 million

With the decoupling of the U.S. and China, escalating geopolitical tensions, and rising global instability, EasyAssetManagement continues to see growing momentum behind their broader Multipolar World theme. One of the ways EAM has expressed this view is through their investment in Kratos Defense, a U.S. defence technology company specialising in advanced unmanned aircraft and drone systems and other defence applications. 

These themes reflect a world shifting towards technological independence, innovation, and resilience. EASYGE’s strength lies in its ability to invest across borders and industries shaping the next economic cycle.

EasyETFs Balanced AMETF (EASYBF)

Steady Through Shifts
Our largest AMETF continued to deliver consistent performance, once again outperforming its benchmark.

• MTD: +10.44% vs Benchmark +2.40%

• YTD: +24.16% vs Benchmark +13.40%

• Last 12 Months: +40.47% vs Benchmark +15.45%
  

• AUM: R744.5 million

EasyETFs Balanced AMETF blends offshore diversification and bond exposure with select positions in the South African equity market. The fund captures the same global tailwinds as EASYAI and EASYGE, while also tapping into local opportunities through themes such as:

• Technology Advancement

• Emerging Consumer

• Safe Haven Assets

• Infrastructure Development

EAM's stance on rising geopolitical tensions and protracted global conflicts has us positioned over-weight gold and platinum appreciation in the gold price,  for example we have a large position in Pan African Resources which delivered an impressive +36% return over the month. 

It’s a strategy that prioritises balance and adaptability, ideal for investors who want growth with a steadier ride.

The Power of Thematic Investing

At EasyAssetManagement (EAM), our focus is on thematic investing, backing big, structural ideas that have long-term potential. The team identifies themes with lasting tailwinds, such as AI, energy transformation, and emerging consumer demand, and build portfolios around them.

Our three AMETFs are designed to reflect where opportunity meets innovation. September’s performance shows what happens when forward-thinking themes meet disciplined management: portfolios that keep pace with the world’s evolution.

Learn More

Discover how to make the most out of AMETFs here and check out the latest courses at EasyAcademy. 

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EasyETFs (RF) (Pty) Ltd (“EasyETFs”) (previously known as the Cloud Atlas (RF) (Pty) Ltd), the registered collective investment scheme manager of the EasyETF scheme (previously known as the Cloud Atlas scheme), which is a collective investment scheme in securities (the “Scheme”) approved by the Financial Sector Conduct Authority. The Scheme is an authorised issuer of exchange traded funds (“ETFs”) on the Johannesburg Stock Exchange.

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