About the Manager and Strategy

RISK
50-90

INVESTMENT APPROACH

The RISE CPI+7 Discretionary Bundle is a multi-asset. high-equity balanced solution that targets CPI +7% over a rolling 7-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:

  • Outcome Based Strategy - our positioning is optimised against the bundle’s CPI + 7% objective using a globally accepted framework. 
  • Tactical Asset Allocation – this is used to take advantage of short to medium term opportunities and. more importantly. protect the bundle against short to medium term risks.   The asset classes in our investment universe include SA Equities. SA Property. SA Bonds. SA Money Market. Commodities and Global asset classes.
  • Manager Selection – best-of-breed manager selection and ongoing manager due diligence. At any point in time. the security selection in the bundle is dictated by the asset managers we appoint.
  • Passive Investing – passive investing is a powerful tool. We strategically and tactically blend our active manager selection with passive investments (ETFs) to reduce costs and increase diversification.
  • Diversification – our process ensures that the bundle maintains the highest levels of diversification at all times. 

 

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 seven years. However. your funds are available to you at all times.

 

RECOMMENDED INVESTMENT MINIMUMS

The RISE CPI+7 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 Growth Passive Fund or the RISE CPI+7 TFSA bundles instead.

 

Calculate your risk number

Bundle Information

RA Investable NO
Launch Date 2020/12/20
Benchmark CPI+7
Minimum Time Horizon 7 Years
RA ZAR TFSA USD

Percentage and Performance

Costs

Management/Bundle Fee 0.99%
TER 0.00%
Estimated TC 0.00%
Estimated TIC 0.99%

Performance

* Performance quoted excludes management / bundle fee's
Sep 2021 0.88%
Last 3 Months 2.50%
Last 6 Months 5.31%
YTD 11.35%
Last 12 Months 15.14%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Volatility

Since Inception 15.34%
1 Year Volatility 9.18%
3 Year Volatility 15.34%
Best Month 10.55%
Worst Month -9.64%
Maximum Drawdown -17.68%

Sector Allocation

Asset Allocation

Bonds 18.06%
Property 2.87%
Cash 4.85%
Local Equity 45.1%
Foreign Equity 29.12%

Constituents

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