The RISE CPI 5 TFSA is a moderate multi-asset global balanced portfolio that targets CPI+4% over rolling five years with the primary goal of maximising capital appreciation over the medium-to-long term.
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||5 Years|
|Last 3 Months||5.34%|
|Last 6 Months||19.63%|
|Last 12 Months||19.15%|
|Last 3 Years||N/A|
|Last 5 Years||N/A|
|1 Year Volatility||13.16%|
|3 Year Volatility||13.68%|
Here is a list of companies/ETFs that make up this bundle.