About the Manager and Strategy

RISK
35-70

The RISE Growth Passive Fund is a multi-asset, high-equity balanced solution that targets CPI +7% over a rolling 7-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:

  • Outcome Based Strategy - our positioning is optimised against the bundle’s CPI + 7% 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.
  • Passive Investing – passive investments are used to gain broad market exposure at the lowest possible cost. Specialist and factor ETFs may also be used to enhance returns from time to time. There is a great deal of evidence to suggest that most active managers do not outperform their passive benchmarks over the full market cycle.
  • Diversification – our process ensures that the bundle maintains the highest levels of diversification at all times.
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Bundle Information

RA Investable NO
Launch Date 2020-06-20
Benchmark CPI+7
Minimum Time Horizon 7 Years
RA ZAR TFSA USD

Percentage and Performance

Costs

Management/Bundle Fee 0.85%
TER 0.00%
Estimated TC 0.00%
Estimated TIC 0.85%

Performance

* Performance quoted excludes management / bundle fee's
Aug 2025 2.19%
Last 3 Months 7.52%
Last 6 Months 8.65%
YTD 8.65%
Last 12 Months 16.42%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Asset Allocation

Bonds 8.2%
Property 0%
Cash 18.92%
Local Equity 40.72%
Foreign Equity 32.16%

Constituents

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

NewWave US Dollar ETN
SATRIX 40
SATRIX MSCI WORLD ETF
SATRIX S&P 500 ETF
Satrix SA Bond ETF
Satrix TRACI 3 Month ETF
SYGNIA ITRIX 4IND REV GB

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