EasyRetire Funds
Our Investment Products
EasyRetire offers a comprehensive suite of products and services tailored to meet your retirement planning needs
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RISE CPI+7
STRATEGY
BENCHMARK
Aggressive
CPI+7
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.
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 %
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RISE CPI+5
STRATEGY
BENCHMARK
Moderate
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. 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.
SA Equities 30.37 %
SA Bonds 14.04 %
Global Bonds 4.99 %
SA Money Market 15.23 %
Cash 5.10 %
Income 2.39 %
International 26.02 %
TAA 1.87 %
Local Shari'ah Compliant liquid assets 0 %
Global Shari'ah Compliant liquid assets 0 %
Global Equity 0 %
![EasyRetire](https://retire.easyequities.co.za/hubfs/EasyRetire%20Logo.png)
RISE CPI+3
STRATEGY
BENCHMARK
Conservative
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. 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.
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 %
![EasyRetire](https://retire.easyequities.co.za/hubfs/EasyRetire%20Logo.png)
RISE Money Market Fund
STRATEGY
BENCHMARK
Capital Preservation
STeFI
The RISE Money Market Portfolio aims to generate a high level of interest income whole prioritising capital preservation and liquidity. The fund predominantly invests in money market instruments and short date interest-bearing securities.
SA Equities 0 %
SA Bonds 0 %
Global Bonds 0 %
SA Money Market 100 %
Cash 0 %
Income 0 %
International 0 %
TAA 0 %
Local Shari'ah Compliant liquid assets 0 %
Global Shari'ah Compliant liquid assets 0 %
Global Equity 0 %
![EasyRetire](https://retire.easyequities.co.za/hubfs/EasyRetire%20Logo.png)
RISE CPI Shariah
STRATEGY
BENCHMARK
Moderate
CPI+5
The RISE Shari'ah Balanced Fund is a moderate risk multi-asset global balanced portfolio that target CPI +5% over rolling five year with the primary goal of maximising capital appreciation over the medium-to-long term.
SA Equities 35.60 %
SA Bonds 0 %
Global Bonds 0 %
SA Money Market 0 %
Cash 0 %
Income 0 %
International 0 %
TAA 0 %
Local Shari'ah Compliant liquid assets 0 %
Global Shari'ah Compliant liquid assets 0.7 %
Global Equity 24.4 %
EasyRetire is your dedicated partner
Our suite of products and services is designed to simplify the journey, ensuring that your financial future is in capable hands. Begin Your Financial Journey with EasyRetire
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