EASY5

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EasyETFs CPI + 5 Actively Managed ETF

Type: Active ETF

JSE code: EASY5

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Benchmark: Targeting to deliver a real return of CPI + 5% 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 EASY5 targets a return of CPI + 5% over rolling five-year periods, with a moderate-risk profile. The portfolio seeks to balance capital growth and income generation through diversified exposure to local and offshore asset classes, offering investors a middle-ground solution between stability and growth.

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.