Basic Information
Platform: ZAR
Manager: RISE
Risk Profile: Conservative
Risk Score
RISK
1-35
Fees
Bundle Fee: 0.99%
TER: 0.00%
Estimated TC: 0.00%
Estimated TIC: 0.99%
Performance
(excludes bundle fee's)
Oct 2024: 1.75%
Last 3 mos: 4.38%
Last 6 mos: 7.38%
YTD: 9.34%
Last 12 mos: 15.05%
Basic Information
Platform: TFSA
Manager: #Invest
Risk Profile: Growth
Risk Score
RISK
50-90
Fees
Bundle Fee: 0.75%
TER: 0.00%
Estimated TC: 0.00%
Estimated TIC: 0.75%
Performance
(excludes bundle fee's)
Oct 2024: 1.45%
Last 3 mos: 3.78%
Last 6 mos: 10.25%
YTD: 16.11%
Last 12 mos: 26.02%
Basic Information
Platform: TFSA
Manager: RISE
Risk Profile: Growth and Income
Risk Score
RISK
35-70
Fees
Bundle Fee: 0.97%
TER: 0.00%
Estimated TC: 0.00%
Estimated TIC: 0.97%
Performance
(excludes bundle fee's)
Oct 2024: 1.76%
Last 3 mos: 4.61%
Last 6 mos: 8.58%
YTD: 10.03%
Last 12 mos: 16.18%
Basic Information
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Risk Profile
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TER
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Performance
May 2020
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