About the Manager and Strategy

RISK
35-70

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.

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Bundle Information

RA Investable NO
Launch Date 2020-05-20
Benchmark CPI+5
Minimum Time Horizon 5 Years
RA ZAR TFSA USD

Percentage and Performance

Costs

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

Performance

* Performance quoted excludes management / bundle fee's
May 2021 1.56%
Last 3 Months 5.34%
Last 6 Months 19.63%
YTD 7.70%
Last 12 Months 19.15%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Volatility

Since Inception 13.68%
1 Year Volatility 13.16%
3 Year Volatility 13.68%
Best Month 9.27%
Worst Month -8.63%
Maximum Drawdown -14.43%

Sector Allocation

Asset Allocation

Bonds 13.51%
Property 7.83%
Cash 16.14%
Local Equity 33.99%
Foreign Equity 28.53%

Constituents

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