The RISE CPI +3 TFSA is a low risk multi-asset global balanced portfolio that targets CPI+2% over rolling three years with the primary goal of minimising the risk of capital loss over the full investment cycle coupled with some level of capital appreciation.
The fund is designed to allow investors to accumulate wealth without paying taxes on capital growth. interest nor dividends. subject to the rules that govern a Tax Free Savings Account.
The underlying investments comprise of ETFs selected by RISE. whilst. RISE retains responsibility for managing the asset allocation strategy on an active basis.
The aim of the Portfolio is to offer investors access to a well-diversified global balanced portfolio.
|Minimum Time Horizon||3 Years|
|Last 3 Months||3.74%|
|Last 6 Months||13.58%|
|Last 12 Months||15.15%|
|Last 3 Years||N/A|
|Last 5 Years||N/A|
|1 Year Volatility||8.61%|
|3 Year Volatility||10.09%|
Here is a list of companies/ETFs that make up this bundle.