RISE Growth Passive Fund

RISE Growth Passive Fund

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.

HORIZON
7 Years
AVAILABLE IN
ZAR
RISK PROFILE
Moderate
BENCHMARK
Consumer Price Index plus 6% over a rolling seven-year period

About this fund

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.

Asset Allocation

SA Equities 45.28 %
SA Bonds 17.79 %
Global Bonds 0 %
SA Money Market 0.83 %
Cash 14.59 %
Income 0 %
International 21.52 %
TAA 0 %
Local Shari'ah Compliant liquid assets 0 %
Global Shari'ah Compliant liquid assets 0 %
Global Equity 0 %