EasyETFs CPI + 3 Actively Managed ETF
Aims for a real return of CPI + 3% over rolling three-year periods, with a low-risk focus.
What it aims to do
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 details
| JSE code | EASY3 |
|---|---|
| Risk profile | Conservative |
| Classification | ASISA South African - Multi Asset - Low Equity |
| Benchmark | Consumer Price Index (CPI) +3% over any rolling three-year period |
| Management fee | 0.65% excl VAT |
| Distributions | Annually - August |
| Asset manager | Retirement Investment and Savings for Everyone (RISE) [FSP: 49323] |
| Trustee | RMB |
| Auditor | BDO |
Price, performance and holdings
The latest price is on EasyEquities. Performance, holdings and asset allocation are in the ETF's factsheet (minimum disclosure document), published monthly.