About the Manager and Strategy

RISK
75-99

Aggressive Growth Risk Score Range: 75 - 99

A risk score in this range represents investors that are comfortable suffering a loss of up to -25% in pursuit of positive returns of up to +36% over a six-month period. This investor is often referred to as an aggressive investor.

This portfolio has been compiled by Anthea Gardner. managing director at Cartesian Capital. and endorsed by Gareth Cliff. The Aggressive portfolio is primarily invested in JSE listed shares. The portfolio will be invested in high quality companies with strong fundamentals and strong management.  Share portfolios are characterised by varying degrees of volatility while targeting stock market returns. Higher volatility portfolios are suitable for clients with longer investment horizons (>3 years) targeting higher portfolio returns. Cartesian Capital follows a fundamental bottom-up research process with a macro overlay and consideration of liquidity and volatility.

Bundle fee: 1.25%

Calculate your risk number here

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 1.25%
TER 0.00%
Estimated TC 0.00%
Estimated TIC 1.25%

Performance

* Performance quoted excludes management / bundle fee's
Sep 2021 -0.46%
Last 3 Months -0.63%
Last 6 Months 2.10%
YTD 11.64%
Last 12 Months 21.05%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Volatility

Since Inception 24.75%
1 Year Volatility 9.72%
3 Year Volatility 14.32%
Best Month 35.69%
Worst Month -25.22%
Maximum Drawdown -33.37%

Sector Allocation

Asset Allocation

Bonds 7.49%
Property 0%
Cash 4.01%
Local Equity 88.5%
Foreign Equity 0%

Constituents

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