| EasyETFs CPI + 3 Actively Managed ETF
Type: Active ETF |
JSE code: EASY3 |
| Benchmark: Targeting to deliver a real return of CPI + 3% | Classification: Global Multi Asset |
| Tax-free investing: Allowed (What is tax-free?) | Market cap: R 34,062,835.63 |
| TIC (TER where TIC not indicated): 0.65*% (What is TER?) | Distribution: Annually | Sep-26: 7.33 (cents/unit) |
| Returns as per MDD and annualised to the date of the MDD publication.
1 year % | 3 year % | 5 year % | Since listing % |
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| Top holdings:
SATRIX S&P 500 FEEDER (9.84%), Umthombo BCI SA Active Bond Fund B (9.49%), SATRIX MSCI WORLD ETF (6.54%), Taquanta BCI SA Equity Fund T4 (5.26%), Taquanta BCI Bond Fund T4 (4.48%), Fairtree SA Equity Prescient Fund- B3 (4.35%), Taquanta BCI Stable Income Fund I5 (3.70%), STANLIB Income Fund – B1 (3.28%), Nepi Rockcastle N.V. (0.54%), GROWTHPOINT PROPERTIES LTD (0.47%) |
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| MDD updated: 30 September 2026 (Understanding your MDD)
MDD web link here (BETA): |
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| Description:
The EASY3 is designed to deliver a real return of CPI + 3% over rolling three-year periods, while maintaining a low-risk, capital-preservation focus. The fund emphasises income generation and stability, investing in a diversified mix of local and global asset classes, including equities, bonds, property and cash, with the aim of reducing volatility and preserving capital. |
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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.