INVESTMENT APPROACH
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:
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 five years. However, your funds are available to you at all times.
RECOMMENDED INVESTMENT MINIMUMS
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.
| RA Investable | NO |
| Launch Date | 2020/05/20 |
| Benchmark | CPI+5 |
| Minimum Time Horizon | 5 Years |
| Management/Bundle Fee | 0.99% |
| TER | 0.00% |
| Estimated TC | 0.00% |
| Estimated TIC | 0.99% |
| Apr 2024 | -0.42% |
| Last 3 Months | 7.31% |
| Last 6 Months | 3.16% |
| YTD | -0.42% |
| Last 12 Months | 5.61% |
| Last 3 Years | N/A |
| Last 5 Years | N/A |
| Since Inception | N/A |
| Bonds | 26.62% |
| Property | 0.83% |
| Cash | 21.88% |
| Local Equity | 30.45% |
| Foreign Equity | 20.22% |
Here is a list of companies/ETFs that make up this bundle.
