EASY3

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EasyETFs CPI + 3 Actively Managed ETF

Type: Active ETF

JSE code: EASY3

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Benchmark: Targeting to deliver a real return of CPI + 3% Classification: Global Multi Asset
Tax-free investing: Allowed (What is tax-free?) Market cap:
TIC (TER where TIC not indicated): 0.65*% (What is TER?) Distribution: Annually – August
Top holdings:

MDD updated: 20 May 2026 (Understanding your MDD)
Description:

The EASY3 is designed to deliver a real return of CPI + 3% over rolling three-year periods, while maintaining a low-risk, capital-preservation focus. The fund emphasises income generation and stability, investing in a diversified mix of local and global asset classes, including equities, bonds, property and cash, with the aim of reducing volatility and preserving capital.

All data from the issuer Minimum Disclosure Documents (MDD) and updated as they update their MDDs. Please check all data, we take no responsibility for errors.