| EasyETFs CPI + 5 Actively Managed ETF
Type: Active ETF |
JSE code: EASY5 |
| Benchmark: Targeting to deliver a real return of CPI + 5% | Classification: Global Multi Asset |
| Tax-free investing: Allowed (What is tax-free?) | Market cap: R 52,410,284.56 |
| TIC (TER where TIC not indicated): 0.65*% (What is TER?) | Distribution: Annually |
| Returns as per MDD and annualised to the date of the MDD publication.
1 year % | 3 year % | 5 year % | Since listing % |
|
| Top holdings: | |
| MDD updated: 30 June 2026 (Understanding your MDD)
MDD web link here (BETA): |
|
| Description:
The EASY5 targets a return of CPI + 5% over rolling five-year periods, with a moderate-risk profile. The portfolio seeks to balance capital growth and income generation through diversified exposure to local and offshore asset classes, offering investors a middle-ground solution between stability and growth. |
|
All data from the issuer Minimum Disclosure Documents (MDD) and updated as they update their MDDs. Please check all data, we take no responsibility for errors.