EASY7

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EasyETFs CPI + 7 Actively Managed ETF

Type: Active ETF

JSE code: EASY7

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Benchmark: Targeting to deliver a real return of CPI + 7% Classification: Global Multi Asset
Tax-free investing: Allowed (What is tax-free?) Market cap: R 122,002,049.98
TIC (TER where TIC not indicated): 0.65*% (What is TER?) Distribution: Annually | Sep-26: 3.07 (cents/unit)
Returns as per MDD and annualised to the date of the MDD publication.

1 year % | 3 year % | 5 year % | Since listing %

Top holdings:

SATRIX S&P 500 FEEDER (18.08%), SATRIX MSCI WORLD ETF (11.96%), Taquanta BCI SA Equity Fund T4 (6.29%), Fairtree SA Equity Prescient Fund- B3 (6.24%), Taquanta BCI Stable Income Fund I5 (6.15%), Taquanta BCI Bond Fund T4 (5.94%), Umthombo BCI SA Active Bond Fund B (5.94%), STANLIB Income Fund – B1 (2.00%), ANGLOGOLD ASHANTI PLC (1.31%), GOLD FIELDS LTD (1.30%)

MDD updated: 30 September 2026 (Understanding your MDD)

MDD web link here (BETA):

Description:

The EASY7 targets a higher real return of CPI + 7% over rolling seven-year periods, with a higher-risk profile focused on maximising long-term capital growth. The strategy places greater emphasis on growth-oriented assets, particularly equities, while maintaining diversification across asset classes.

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.