Easy celebrates major win for South African investors

EasyETFs, part of the EasyEquities group, has received the green light from the Association for Savings and Investment South Africa (ASISA) to carry over the full performance history of its former unit trust funds into its new exchange-traded fund (ETF) structure.

This means investors will be able to see how these funds have performed over time, even though they’ve moved into a new, more modern investment “wrapper”.

David Oberholzer, business manager for EasyETFs, says the decision is a breakthrough for the South African investment industry.

“This is a pivotal moment, not just for us, but for how the industry evolves,” he says. “It shows that ETFs are now being recognised as a credible and competitive alternative to traditional unit trusts. For investors, that means more choice, lower costs and greater transparency.”

Oberholzer believes the move signals the start of a big shift.

“I believe this marks the beginning of an irreversible change,” he says. “More and more investors and asset managers will move towards ETFs, which are simpler, more efficient and better suited to modern investing.”

The EasyETFs team worked closely with legal, compliance, product and operations teams to make the transition happen.

“It took a lot of work behind the scenes, but we’re proud to be leading the way,” says Oberholzer. “This is a step forward in democratising investing and making the markets work better for ordinary South Africans.”