The RISE MODERATE PASSIVE FUND 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 the opportunity to accumulate wealth while retaining flexibility in accessing their savings with no restrictions. therefore forging the balance between two key factors. namely liquidity and wealth accumulation.
The underlying investments comprise of ETFs and specialist index-tracking portfolios. advised on by passive asset management 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 at the lowest possible cost.
CONSUMER PRICE INDEX +4% PER ANNUM OVER ROLLING FIVE YEARS
WHO SHOULD INVEST?
The Fund is suitable for investors seeking medium risk strategies with the aim of maximising their long-term returns in a risk controlled manner.
AND FOR HOW LONG?
A minimum of five years
|Minimum Time Horizon||5 Years|
|Last 3 Months||1.56%|
|Last 6 Months||7.48%|
|Last 12 Months||15.50%|
|Last 3 Years||N/A|
|Last 5 Years||N/A|
|1 Year Volatility||8.04%|
|3 Year Volatility||12.01%|
Here is a list of companies/ETFs that make up this bundle.