INVESTMENT APPROACH
The RISE CPI+3 TFSA bundle 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 CPI+3 TFSA bundle has no recommended investment minimum and is suitable for both small and large investors alike. The RISE CPI+3 TFSA bundle is the tax-free savings equivalent of the RISE Conservative Passive Fund, 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 | 0.97% |
TER | 0.00% |
Estimated TC | 0.00% |
Estimated TIC | 0.97% |
Nov 2024 | 1.58% |
Last 3 Months | 4.43% |
Last 6 Months | 7.96% |
YTD | 9.47% |
Last 12 Months | 15.03% |
Last 3 Years | N/A |
Last 5 Years | N/A |
Since Inception | N/A |
Since Inception | 7.73% |
1 Year Volatility | 5.63% |
3 Year Volatility | 6.45% |
Best Month | 6.54% |
Worst Month | -7.9% |
Maximum Drawdown | -11.79% |
Bonds | 22.83% |
Property | 0% |
Cash | 30.75% |
Local Equity | 20.38% |
Foreign Equity | 26.04% |
Here is a list of companies/ETFs that make up this bundle.
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Sector Bonds |
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Sector Cash |
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EasyWealth is a product of First World Trader (Pty) Ltd t/a EasyEquities (registration number 1999/021265/07) which is an authorized Financial Services Provider (FSP number 22588) and a registered credit provider (NCRCP 12294).The contents of this website are for information purposes only. The information listed herein is of a factual nature and must not be construed as financial advice. The value of financial products can go down, as well as up, as a result of a variety of factors depending on the type of financial products such as a change in the value of the underlying investments, company profits, future prospects and more general market factors. An investor may not recoup the full amount invested. Source of performance data: EasyEquities platform. Past performance is not necessarily an indication of future performance. All performance figures reported are the actual performance of the model portfolio taken from the EasyEquities platform. Bundles without model portfolios (static weights) are excluded. The volatility is calculated as the annualised standard deviation of monthly percentage returns. For periods greater than 1 year, performance is annualised. Forecasts, illustrations, hypothetical data and examples are for illustrative purposes only and are not guaranteed to occur. Any projections contained in the information are estimates only and are not guaranteed to occur. The projections, if any, are subject to market influences and contingent upon matters outside the control of the company, so may not be realised in the future. The investment value, if any, of a financial product is not guaranteed.
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