INVESTMENT APPROACH
The RISE Conservative Passive Fund is a multi-asset, low-equity balanced solution that targets CPI +3% over a rolling 3-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 three years. However, your funds are available to you at all times.
RECOMMENDED INVESTMENT MINIMUMS
Unlike the RISE CPI+3 Discretionary Bundle, which makes use of active managers and has a recommended minimum investment of R 1000, the RISE Conservative Passive Fund has no recommended investment minimum and is suitable for both small and large investors alike. The RISE Conservative Passive Fund is also available as a tax-free savings product (the RISE CPI+3 TFSA bundle), but small deviations in positioning and performance may occur due to regulatory differences.
RA Investable | NO |
Launch Date | 2020-05-20 |
Benchmark | CPI+3 |
Minimum Time Horizon | 3 Years |
Management/Bundle Fee | 0.85% |
TER | 0.00% |
Estimated TC | 0.00% |
Estimated TIC | 0.85% |
Oct 2024 | 1.52% |
Last 3 Months | 4.26% |
Last 6 Months | 7.28% |
YTD | 9.09% |
Last 12 Months | 14.60% |
Last 3 Years | N/A |
Last 5 Years | N/A |
Since Inception | N/A |
Since Inception | 7.36% |
1 Year Volatility | 5.97% |
3 Year Volatility | 6.36% |
Best Month | 6.43% |
Worst Month | -7.61% |
Maximum Drawdown | -11.46% |
Bonds | 23.47% |
Property | 0% |
Cash | 29.82% |
Local Equity | 20.46% |
Foreign Equity | 26.25% |
Here is a list of companies/ETFs that make up this bundle.
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