INVESTMENT APPROACH
The RISE CPI+5 TFSA 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 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 five years. However, your funds are available to you at all times.
RECOMMENDED INVESTMENT MINIMUMS
Unlike the RISE CPI+5 Discretionary Bundle, which makes use of active managers and has a recommended minimum investment of R 1000, the RISE CPI+5 TFSA bundle has no recommended investment minimum and is suitable for both small and large investors alike. The RISE CPI+5 TFSA bundle is the tax-free savings equivalent of the RISE Moderate 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+5 |
Minimum Time Horizon | 5 Years |
Management/Bundle Fee | 0.97% |
TER | N/A |
Estimated TC | N/A |
Estimated TIC | 0.97% |
Dec 2024 | -0.10% |
Last 3 Months | 2.50% |
Last 6 Months | 8.16% |
YTD | 9.93% |
Last 12 Months | 17.99% |
Last 3 Years | N/A |
Last 5 Years | N/A |
Since Inception | N/A |
Since Inception | 10.25% |
1 Year Volatility | 6.49% |
3 Year Volatility | 8.25% |
Best Month | 9.27% |
Worst Month | -8.63% |
Maximum Drawdown | -14.43% |
Bonds | 15.73% |
Property | 0% |
Cash | 20.34% |
Local Equity | 34.47% |
Foreign Equity | 29.46% |
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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