EASY3

EasyETFs CPI+3 Actively Managed ETF

by EasyETFs

Total Expense Ratio

N/A

Targets a real return of CPI + 3% over rolling three-year periods with a low-risk, capital-preservation focus. Invests in a diversified mix of local and offshore equities, bonds, property, cash and collective investment schemes in line with Regulation 28 and ASISA low-equity guidelines. Management fee 0.65%; TER not yet published.

Key Details

Category

Multi-Asset

Risk Level

Low-Medium

Currency

Dividends

Pays dividends (annually)

Underlying Index

CPI + 3% over rolling three-year periods

Suitable For

Conservative investorsBalanced investorsOne fund solution