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 41.72 %
SA Bonds 5.39 %
Global Bonds 0 %
SA Money Market 18.22 %
Cash 0.92 %
Income 0 %
International 33.74 %
TAA 0 %
Local Shari'ah Compliant liquid assets 0 %
Global Shari'ah Compliant liquid assets 0 %
Global Equity 0 %
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 35.79 %
SA Bonds 8.77 %
Global Bonds 0 %
SA Money Market 22.45 %
Cash 4.43 %
Income 0 %
International 28.56 %
TAA 0 %
Local Shari'ah Compliant liquid assets 0 %
Global Shari'ah Compliant liquid assets 0 %
Global Equity 0 %
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 24.39 %
SA Bonds 18.99 %
Global Bonds 0 %
SA Money Market 29.77 %
Cash 0.64 %
Income 0 %
International 26.21 %
TAA 0 %
Local Shari'ah Compliant liquid assets 0 %
Global Shari'ah Compliant liquid assets 0 %
Global Equity 0 %
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 %
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 39 %
SA Bonds 0 %
Global Bonds 0 %
SA Money Market 0 %
Cash 0 %
Income 0 %
International 0 %
TAA 0 %
Local Shari'ah Compliant liquid assets 39.6 %
Global Shari'ah Compliant liquid assets 0.3 %
Global Equity 21.10 %
RISE Growth Passive Fund
STRATEGY
BENCHMARK
Moderate
Consumer Price Index plus 6% over a rolling seven-year period
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.