| 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 59,782,042.70 |
| TIC (TER where TIC not indicated): 0.65*% (What is TER?) | Distribution: Annually | Sep-26: 3.81 (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 (15.36%), SATRIX MSCI WORLD ETF (10.16%), Taquanta BCI SA Equity Fund T4 (9.72%), Fairtree SA Equity Prescient Fund- B3 (8.36%), Taquanta BCI Stable Income Fund I5 (8.13%), Umthombo BCI SA Active Bond Fund B (6.95%), Taquanta BCI Bond Fund T4 (6.95%), STANLIB Income Fund – B1 (5.00%), ANGLOGOLD ASHANTI PLC (0.99%), GOLD FIELDS LTD (0.98%) |
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| MDD updated: 30 September 2026 (Understanding your MDD)
MDD web link here (BETA): |
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| 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. |
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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.