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-MediumCurrency
Dividends
Pays dividends (annually)
Underlying Index
CPI + 3% over rolling three-year periods
Suitable For
Conservative investorsBalanced investorsOne fund solution