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.
| RA Investable | NO |
| Launch Date | 44651 |
| Benchmark | |
| Minimum Time Horizon |
| Management/Bundle Fee | N/A |
| TER | N/A |
| Estimated TC | N/A |
| Estimated TIC | N/A |
| Apr 2024 | 1.14% |
| Last 3 Months | 12.85% |
| Last 6 Months | 7.09% |
| YTD | 1.14% |
| Last 12 Months | 11.55% |
| Last 3 Years | N/A |
| Last 5 Years | N/A |
| Since Inception | N/A |
| Bonds | 0% |
| Property | 0% |
| Cash | 0% |
| Local Equity | 0% |
| Foreign Equity | 0% |
Here is a list of companies/ETFs that make up this bundle.
