About the Manager and Strategy

RISK
50-90

Cartesian is a well-established asset management business with excellent track record. Their primary focus is to ensure clients’ investments are safeguarded and looked after and returns are commensurate with the client’s risk profile.

The Cartesian Growth TFSA fund focuses on sectors and regions of the investment universe that promise higher returns, which may lead to higher volatility within the portfolio – this fund best suits longer term investors looking for higher returns but who are able to stomach the Net Asset Value moves in their portfolio.

The fund objective is to remain well-diversified across asset classes and regions, while keeping an eye on cost, ensuring an effective outcome for the investor.

The fund utilises the efficient frontier to assist in the Strategic Asset Allocation process and implementation.

Calculate your risk number

Bundle Information

RA Investable NO
Launch Date 2017/03/01
Benchmark
Minimum Time Horizon
RA ZAR TFSA USD

Percentage and Performance

Costs

Management/Bundle Fee 0.75%
TER 0.00%
Estimated TC 0.00%
Estimated TIC 0.75%

Performance

* Performance quoted excludes management / bundle fee's
Oct 2024 1.45%
Last 3 Months 3.78%
Last 6 Months 10.25%
YTD 16.11%
Last 12 Months 26.02%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Asset Allocation

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

Constituents

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

CORESHARES SA PROP
1NVEST S&P500 IT FEEDER ETF
1nvest SA Bond ETF
SATRIX 40
Satrix Momentum Portfolio
SATRIX MSCI EMERGING MARKETS
SATRIX MSCI WORLD ESG ETF
SATRIX MSCI WORLD ETF