About the Manager and Strategy


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.

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Bundle Information

RA Investable NO
Launch Date 2020-05-20
Benchmark CPI+3
Minimum Time Horizon 3 Years

Percentage and Performance


Management/Bundle Fee 0.97%
TER 0.00%
Estimated TC 0.00%
Estimated TIC 0.97%


* Performance quoted excludes management / bundle fee's
May 2021 1.87%
Last 3 Months 3.74%
Last 6 Months 13.58%
YTD 4.96%
Last 12 Months 15.15%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV


Since Inception 10.09%
1 Year Volatility 8.61%
3 Year Volatility 10.09%
Best Month 6.54%
Worst Month -7.9%
Maximum Drawdown -11.79%

Sector Allocation

Asset Allocation

Bonds 32.4%
Property 7.71%
Cash 23.47%
Local Equity 17.19%
Foreign Equity 19.23%


Here is a list of companies/ETFs that make up this bundle.