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 Moderate TFSA
fund is suitable for investors with a lower appetite for volatility – due
to the nature of the investment, and the inclusion of equity exposures, the
fund will experience some volatility, but projected volatility should be low
enough for the investor to sleep easy and not worry about the random 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 | 2017/03/01 |
| Benchmark | |
| Minimum Time Horizon |
Share:
| Management/Bundle Fee | 0.75% |
| TER | 0.00% |
| Estimated TC | 0.00% |
| Estimated TIC | 0.75% |
| Oct 2024 | 1.56% |
| Last 3 Months | 4.52% |
| Last 6 Months | 10.63% |
| YTD | 15.41% |
| Last 12 Months | 24.51% |
| 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.
