RISE CPI+7

RISE CPI+7

The RISE CPI+7 is a multi-asset, high-equity balanced solution that targets CPI +7% over a rolling 7-year period.

HORIZON
7 Years
AVAILABLE IN
ZAR
RISK PROFILE
Aggressive
BENCHMARK
CPI+7

About this fund

The RISE CPI + 7 portfolio is a medium-to higher-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 selected by RISE based on factors such as consistency of performance, investment processes, experience, expertise, management style and operational and financial soundness.

Asset Allocation

SA Equities 35.44 %
SA Bonds 9.18 %
Global Bonds 5.73 %
SA Money Market 15.62 %
Cash 5.51 %
Income 0.11 %
International 26.53 %
TAA 1.87 %
Local Shari'ah Compliant liquid assets 0 %
Global Shari'ah Compliant liquid assets 0 %
Global Equity 0 %