EasyETFs CPI + 7 Actively Managed ETF
EasyETFs CPI + 7 Actively Managed ETF being a portfolio under the EasyETFs Scheme in terms of the Act
The portfolio is an actively managed ETF targeting a real return of CPI + 7% over rolling seven-year periods, with a high-risk profile focused on maximising long-term capital growth. It invests in a diversified mix of local and offshore assets, including equities, bonds, property, cash, and collective investment schemes, in line with Regulation 28 and ASISA high equity guidelines. The strategy is research-driven, emphasising capital appreciation and higher equity exposure, while managing volatility through disciplined 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 + 7 Actively Managed ETF Details
As on 20260506
Share Code
EASY7
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
South African - Multi Asset - High Equity
Benchmark
Consumer Price Index (CPI) + 7% over any rolling seven-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 |
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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.
