The RISE CPI+3 TFSA bundle is a multi-asset. low-equity balanced solution that targets CPI +3% over a rolling 3-year period. The bundle uses a combination of active asset allocation and passive investing to achieve this goal.
Our approach offers the following unique advantages:
RISE has a proven track record in the South African retirement fund industry. and we are excited to bring our institutional solutions to the retail investor.
RECOMMENDED INVESTMENT HORIZON
A minimum of three years. However. your funds are available to you at all times.
RECOMMENDED INVESTMENT MINIMUMS
Unlike the RISE CPI+3 Discretionary Bundle. which makes use of active managers and has a recommended minimum investment of R 1000. the RISE CPI+3 TFSA bundle has no recommended investment minimum and is suitable for both small and large investors alike. The RISE CPI+3 TFSA bundle is the tax-free savings equivalent of the RISE Conservative Passive Fund. but small deviations in positioning and performance may occur due to regulatory differences.
|Minimum Time Horizon||3 Years|
|Last 3 Months||3.31%|
|Last 6 Months||6.24%|
|Last 12 Months||11.13%|
|Last 3 Years||N/A|
|Last 5 Years||N/A|
|1 Year Volatility||3.79%|
|3 Year Volatility||8.67%|
Here is a list of companies/ETFs that make up this bundle.