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:
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.
|Minimum Time Horizon||7 Years|
|Last 3 Months||2.50%|
|Last 6 Months||5.31%|
|Last 12 Months||15.14%|
|Last 3 Years||N/A|
|Last 5 Years||N/A|
|1 Year Volatility||9.18%|
|3 Year Volatility||15.34%|
Here is a list of companies/ETFs that make up this bundle.