RISE CPI+5

RISE CPI+5

The RISE CPI + 5 portfolio is a medium-risk multi-asset class global balanced portfolio that invests within the restrictions governing retirement funds.

HORIZON
5 Years
AVAILABLE IN
ZAR
RISK PROFILE
Moderate
BENCHMARK
CPI+5

About this fund

The RISE CPI + 5 portfolio is a medium-risk multi-asset class global balanced portfolio that invests within the restrictions governing retirement funds. The underlying investments comprises of unit trusts, ETFs and other traded securities allocated to and advised on by a variety of asset managers selected by RISE based on factors such as performance, consistency of performance, investment process, experience, expertise, management style, operational and financial soundness.

Asset Allocation

SA Equities 30.38 %
SA Bonds 13.93 %
Global Bonds 0.64 %
SA Money Market 15.80 %
Cash 1.80 %
Income 2.47 %
International 33.20 %
TAA 1.78 %
Local Shari'ah Compliant liquid assets 0 %
Global Shari'ah Compliant liquid assets 0 %
Global Equity 0 %