EasyETFs CPI + 5 Actively Managed ETF
EasyETFs CPI + 5 Actively Managed ETF being a portfolio under the EasyETFs Scheme in terms of the Act
The portfolio is an actively managed exchange traded fund (AMETF) listed on the JSE, aiming to deliver a real return of CPI + 5% over rolling five-year periods while maintaining a moderate-risk profile. It seeks a balance between capital growth and income generation, with an expectation of moderate short-term volatility and sustainable long-term returns. The Portfolio is managed in line with Regulation 28 of the Pension Funds Act and ASISA Multi Asset – Medium Equity guidelines and invests in a diversified mix of local and global assets, including equities, bonds, property, cash, and collective investment schemes, selected through a research-driven investment process.
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 + 5 Actively Managed ETF Details
As on 20260506
Share Code
EASY5
Price / NAV (ZAC)
0
Fund Size (ZAR)
0
Distributable Amount
0
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 – Medium Equity
Benchmark
Consumer Price Index (CPI) + 5% over any rolling five-year period
Distribution Dates
Annually - August
Asset Manager
Retirement Investment and Savings for Everyone (RISE) [FSP: 49323]
Trustee
RMB
Auditor
BDO
Risk Profile
TBD
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.
