EasyETFs CPI + 7 Actively Managed ETF
Aims for a real return of CPI + 7% over rolling seven-year periods, focused on long-term growth.
What it aims to do
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 details
| JSE code | EASY7 |
|---|---|
| Risk profile | Aggressive |
| Classification | South African - Multi Asset - High Equity |
| Benchmark | Consumer Price Index (CPI) + 7% over any rolling seven-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.