RISE CPI+3

RISE CPI+3

The RISE CPI + 3 portfolio is a low-risk, multi-asset class, global, balanced portfolio that invests within the restrictions governing retirement funds.

HORIZON
3 Years
AVAILABLE IN
ZAR
RISK PROFILE
Conservative
BENCHMARK
CPI+3

About this fund

The RISE CPI + 3 portfolio is a low-risk, multi-asset class, global, balanced portfolio that invests within the restrictions governing retirement funds. Underlying investment instruments comprise unit trusts, ETFs and other traded securities selected based on research conducted by RISE and the advice of specialist discretionary asset managers appointed by RISE based on their consistency of performance, investment processes, experience, expertise, management style and operational and financial soundness.

Asset Allocation

SA Equities 18.03 %
SA Bonds 21.48 %
Global Bonds 3.99 %
SA Money Market 24.74 %
Cash 5.14 %
Income 3.35 %
International 21.40 %
TAA 1.87 %
Local Shari'ah Compliant liquid assets 0 %
Global Shari'ah Compliant liquid assets 0 %
Global Equity 0 %