About the Manager and Strategy

RISK
35-70

Growth and Income Risk Score Range: 35 - 70

A risk score in this range represents investors that are comfortable suffering a loss of up to -10% in pursuit of positive returns of up to +16% over a six-month period. This investor is often referred to as a moderate investor.

This portfolio has been compiled by Anthea Gardner. managing director at Cartesian Capital. and endorsed by Gareth Cliff. The investment objective is to offer higher than bank interest rates with minimal exposure to shares. The primary return objective of the portfolio is consistent yield and capital growth. Low volatility and yield make this the ideal medium term investment for investors with a 1 - 3 years investment horizon. Cartesian Capital follows a fundamental bottom-up research process with a macro overlay and consideration of liquidity and volatility.

Bundle fee: 0.95%

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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 0.95%
TER 0.00%
Estimated TC 0.00%
Estimated TIC 0.95%

Performance

* Performance quoted excludes management / bundle fee's
May 2021 1.40%
Last 3 Months 1.60%
Last 6 Months 7.14%
YTD 2.44%
Last 12 Months 11.64%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Volatility

Since Inception 5.91%
1 Year Volatility 5.98%
3 Year Volatility 6.15%
Best Month 4.18%
Worst Month -6.54%
Maximum Drawdown -7.84%

Sector Allocation

Asset Allocation

Bonds 75.48%
Property 0%
Cash 14.14%
Local Equity 10.38%
Foreign Equity 0%

Constituents

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