The RISE CPI+5 Discretionary Bundle is a multi-asset. medium-equity balanced solution that targets CPI +5% over a rolling 5-year period. The bundle uses a combination of active asset allocation and the best-of breed asset managers 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 five years. However. your funds are available to you at all times.
RECOMMENDED INVESTMENT MINIMUMS
The RISE CPI+5 Discretionary Bundle has a large number of holdings. and as such. Transaction Costs can be quite high for small investment amounts. The recommended minimum investment is R 1000. For smaller investment amounts. we encourage you to consider the RISE Moderate Passive Fund or the RISE CPI+5 TFSA bundles instead.
|Minimum Time Horizon||5 Years|
|Last 3 Months||3.23%|
|Last 6 Months||5.92%|
|Last 12 Months||11.02%|
|Last 3 Years||N/A|
|Last 5 Years||N/A|
|1 Year Volatility||4.9%|
|3 Year Volatility||10.63%|
Here is a list of companies/ETFs that make up this bundle.