EasyETFs CPI + 3 Actively Managed ETF
An AMETF targeting to deliver a real return of CPI + 3%
The portfolio is an actively managed ETF aiming to deliver inflation-beating returns of CPI + 3% over rolling three-year periods, while maintaining a low-risk, capital-preservation focus. It invests in a diversified mix of local and offshore asset classes, including equities, bonds, property, cash, and collective investment schemes, in line with Regulation 28 and ASISA low equity guidelines. The strategy emphasizes income generation, low volatility, and stable long-term growth through careful, research-driven asset selection.
Fund Price
The investment performance is for illustrative purposes only and is calculated by taking into account JSE closing prices. Past performance is not indicative of future performance.
EasyETFs CPI + 3 Actively Managed ETF Details
As on 20260529
Share Code
EASY3
Price / NAV (ZAC)
998.51
Fund Size (ZAR)
15988336.99
Distributable Amount
.21
Management Fee (including VAT)
0.65%
Total Expense Ratio (Incluing VAT):
TBD
Total investment Cost (Including VAT)
TBD
General Fund Details
Classification
ASISA South African - Multi Asset - Low Equity
Benchmark
Consumer Price Index (CPI) +3% over any rolling three-year period
Distribution Dates
Annually - August
Asset Manager
Retirement Investment and Savings for Everyone (RISE) [FSP: 49323]
Trustee
RMB
Auditor
BDO
Risk Profile
Conservative
Performance Table
| Fund* | Benchmark** | CPI Inflation*** | |
|---|---|---|---|
| UNANNUALISED: | |||
| Since Inception | Coming soon | Coming soon | Coming soon |
| Year to Date | Coming soon | Coming soon | Coming soon |
Download Fund Documentation
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The investment performance is for illustrative purposes only and is calculated by taking into account JSE closing prices. Past performance is not indicative of future performance.
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EasyETFs Performance Indicator
Performance is for illustrative purposes only and past performance is not indicative of future performance. An individual’s investment performance and the Portfolio NAV may differ from the indicators in the graph as a result of other factors such as brokerage fees, acquisition prices, portfolio costs, management fees, dividend declarations and reinvestment, and withholding taxes, where applicable.
