Inside EasyETFs: EAM's Outperformance in 2024

Investors want results, and EasyAssetManagement has delivered. Across the three Actively Managed ETFs (“AMETFs”) that EAM manages under the EasyETFs Scheme, EasyAssetManagement has outperformed major benchmarks. But what’s driving these returns? Shaun Krom from EAM explains their strategy.

EasyETFs AI AMETF Outperformed the Fund Benchmark in 2024
EasyAssetManagement's AI strategy in the EasyETFs AI World AMETF delivered a 26.06% return in 2024, outperforming the Morningstar Global AI Select Index, which returned 12.82% - a 13.24 percentage point difference.

Disclaimer: Past performance is not an indication of future performance. Time period 2024. Source: Bloomberg. Images are for illustrative purposes only.

The AI sector has been booming, but not all AI stocks have performed equally. While many investors poured money into semiconductors like Nvidia, EAM took a different approach, EAM focused on companies actually deploying AI into their products and making a real impact on consumers.

Our Winners?
AI-driven software, networking, and optical companies, the businesses enabling the AI revolution behind the scenes. The team behind EAM picked the right AI stocks, companies that are applying AI, not just talking about it.

The Right Themes at the Right Time – How the EasyETFs Global Equity AMETF beat its benchmark in 2024*
The EasyETFs Global Equity AMETF delivered a 75.89% return in 2024, significantly outperforming the S&P 500 Total Return Index (28.15%) and the MSCI World Total Return Index (22.94%)

Disclaimer: Past performance is not an indication of future performance. Time period 2024. Source: Bloomberg. Images are for illustrative purposes only.

Our investment strategy was all about investing in global megatrends shaping the global economy:

• AI & automation – Companies leading the AI buildout and integrating it into their business models.
• Nearshoring & onshoring – A shift in global supply chains due to China-US geopolitics.
• Hard infrastructure – The rise of new transportation, energy, and manufacturing investments.
• Medical breakthroughs – GLP-1 weight-loss drugs and other game-changing treatments.
• Emerging consumer brands – Growing e-commerce and marketplace businesses.

Balanced, But Powerful – How the EasyETFs Balanced AMETF beat its benchmark in 2024*
The EasyETFs Balanced AMETF: posted a 25.76% return in 2024, nearly doubling the ASISA South Africa Multi-Asset High Equity Category Average (13.26%)—a strong performance for a balanced strategy

Disclaimer: Past performance is not an indication of future performance. Time period 2024. Source: Bloomberg. Images are for illustrative purposes only.

Balanced funds tend to deliver steady returns, our strategy seeks to benefit from high conviction positions, and during 2024 our strategy delivered significant outperformance.

•  Maximum allowed global exposure – Our focus was to maximize our regulation 28 asset allocations through our exposure to international equities.

Investing With You in Mind
At EasyAssetManagement, every decision we make is about delivering the best possible outcomes for you, our investors. We don’t chase trends. We focus on real opportunities, backed by deep research and a clear strategy.

Disclaimer: Past performance is not an indication of future performance. Time period 2024. Source: Bloomberg. Images are for illustrative purposes only.

We know that behind every investment is a dream, a future you’re building. That’s why we’ll continue refining our strategies, adapting to change, and keeping your best interests at the heart of everything we do.

Thank you for trusting us on this journey. We’re just getting started.

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.

EasyETFs CIS Disclaimers