Launch Date: 01 October 2018
General Investment Objective: Aggressive Growth
Risk Profile: High Risk
This portfolio aims to provide the millennial investor with access to the US biggest growth stocks with a great allocation to international famous brands such as Netflix. Starbucks and Amazon. A total of 20 well diversified stocks and a ETF providing you. the investor with great growth stocks. The investment strategy invests in the shares of companies that are popular brands and are listed on US exchanges. The portfolio aims to generate long term returns in USD greater than US inflation.
At Galileo Capital. founded by Warren Ingram and Theo Voster. we believe in questioning the status quo. We are continuously investigating new possibilities and striving to find innovative ways to improve on accepted methodologies and conventions. We believe that no system or process is ever perfect - there is always room for improvement. Our aim is to find those solutions that enable us to supply our clients with the best possible products and services. Hence our slogan: Challenging conventional wisdom.
Check out Galileo Capital HERE
Each managed portfolio (Bundle) carries its own risk number. Take your Riskalyze assessment HERE
Bundle fee: 1.4%
View the factsheet HERE
| RA Investable | NO |
| Launch Date | 2018/09/28 |
| Benchmark | |
| Minimum Time Horizon |
| Management/Bundle Fee | 1.40% |
| TER | 0.00% |
| Estimated TC | 0.00% |
| Estimated TIC | 1.40% |
| May 2021 | 3.65% |
| Last 3 Months | 7.16% |
| Last 6 Months | 21.40% |
| YTD | 5.18% |
| Last 12 Months | 41.11% |
| Last 3 Years | N/A |
| Last 5 Years | N/A |
| Since Inception | N/A |
| Since Inception | 16.9% |
| 1 Year Volatility | 14.26% |
| 3 Year Volatility | 16.9% |
| Best Month | 9.79% |
| Worst Month | -7.87% |
| Maximum Drawdown | -15.11% |
| Bonds | 0% |
| Property | 0% |
| Cash | 0% |
| Local Equity | 0% |
| Foreign Equity | 0% |
Here is a list of companies/ETFs that make up this bundle.
