| EasyETFs CPI + 7 Actively Managed ETF
Type: Active ETF |
JSE code: EASY7 |
| 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 % |
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| 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%) |
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| MDD updated: 30 September 2026 (Understanding your MDD)
MDD web link here (BETA): |
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| 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. |
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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.
