About the Manager and Strategy

RISK
50-90

The RISE CPI+5 Discretionary Bundle 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 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 + 5% 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.

The RISE CPI+5 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 Moderate Passive Fund or the RISE CPI+5 TFSA bundles instead.

Calculate your risk number

Bundle Information

RA Investable YES
Launch Date 2020/05/20
Benchmark CPI+5
Minimum Time Horizon 5 Years
RA ZAR TFSA USD

Percentage and Performance

Costs

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

Performance

* Performance quoted excludes management / bundle fee's
Sept 2026 0.87%
Last 3 Months 1.21%
Last 6 Months 0.02%
YTD 3.51%
Last 12 Months 10.77%
Last 3 Years 12.92%
Last 5 Years 10.35%
Since Inception N/A

Bundle NAV

Asset Allocation

Bonds 0%
Property 0%
Cash 100%
Local Equity 0%
Foreign Equity 0%

Constituents

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

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.

Postal address: Postnet Suite 247, Private Bag X1, Melrose Arch, 2076. Physical address: WeWork - Coworking Office Space, 173 Oxford Road, Rosebank, Gauteng, 2196. Telephone number: 011 010 8539. Open a ticket here. Website: www.easywealth.co.za. The complaints policy, conflict of interest management policy and full disclosure required in terms of the Financial Advisory and Intermediary Services Act, 2002 can be found on the website: www.easyequities.co.za.