EASY5

EasyETFs CPI+5 Actively Managed ETF

by EasyETFs

Total Expense Ratio

N/A

Targets a real return of CPI + 5% over rolling five-year periods with a moderate risk profile, balancing capital growth and income. Managed to Regulation 28 and ASISA Multi-Asset Medium Equity guidelines across local and global equities, bonds, property, cash and collective investment schemes. Management fee 0.65%; TER not yet published.

Key Details

Category

Multi-Asset

Risk Level

Medium

Currency

Dividends

Pays dividends (annually)

Underlying Index

CPI + 5% over rolling five-year periods

Suitable For

Balanced investorsOne fund solutionLong term growth