The RISE Moderate Passive Fund 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 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 five years. However. your funds are available to you at all times.
RECOMMENDED INVESTMENT MINIMUMS
Unlike the RISE CPI+5 Discretionary Bundle. which makes use of active managers and has a recommended minimum investment of R 1000. the RISE Moderate Passive Fund has no recommended investment minimum and is suitable for both small and large investors alike. The RISE Moderate Passive Fund is also available as a tax-free savings product (the RISE CPI+5 TFSA bundle) . but small deviations in positioning and performance may occur due to regulatory differences.
|Minimum Time Horizon||5 Years|
|Last 3 Months||2.75%|
|Last 6 Months||7.32%|
|Last 12 Months||11.90%|
|Last 3 Years||N/A|
|Last 5 Years||N/A|
|1 Year Volatility||5.36%|
|3 Year Volatility||10.7%|
Here is a list of companies/ETFs that make up this bundle.