About the Manager and Strategy

RISK
1-35

Conservative Income Risk Score Range: 1 - 35

A risk score in this range represents investors that are comfortable suffering a loss of up to -5% in pursuit of positive returns of up to +9% over a six-month period. This investor is often referred to as a conservative investor.

This portfolio has been compiled by Anthea Gardner. managing director at Cartesian Capital. and endorsed by Gareth Cliff. The investment objective is to provide clients with a portfolio which offers consistent yield above bank interest rates. by investing in liquid assets. The primary return objective of the portfolio is to obtain a level of yield commensurate with capital preservation. lower volatility and high levels of liquidity. Low volatility and consistent yield make this the ideal short to medium term investment for anyone saving for a near term goal 3 - 18 months or investors closer to retirement. Cartesian Capital follows a fundamental bottom-up research process with a macro overlay and consideration of liquidity and volatility.

Bundle fee: 0.85%

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There are no guarantees this targeted return will be earned.

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Bundle Information

RA Investable NO
Launch Date 2017/02/28
Benchmark
Minimum Time Horizon
RA ZAR TFSA USD

Percentage and Performance

Costs

Management/Bundle Fee 0.85%
TER 0.00%
Estimated TC 0.00%
Estimated TIC 0.85%

Performance

* Performance quoted excludes management / bundle fee's
May 2021 1.56%
Last 3 Months 1.30%
Last 6 Months 6.39%
YTD 1.92%
Last 12 Months 11.01%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Volatility

Since Inception 6.46%
1 Year Volatility 6.27%
3 Year Volatility 6.35%
Best Month 4.51%
Worst Month -7.13%
Maximum Drawdown -7.34%

Sector Allocation

Asset Allocation

Bonds 84.81%
Property 0%
Cash 15.19%
Local Equity 0%
Foreign Equity 0%

Constituents

Here is a list of companies/ETFs that make up this bundle.