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
MediumCurrency
Dividends
Pays dividends (annually)
Underlying Index
CPI + 5% over rolling five-year periods
Suitable For
Balanced investorsOne fund solutionLong term growth