About the Manager and Strategy

RISK
35-70

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.

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Bundle Information

RA Investable NO
Launch Date 44651
Benchmark
Minimum Time Horizon
RA ZAR TFSA USD

Percentage and Performance

Costs

Management/Bundle Fee N/A
TER N/A
Estimated TC N/A
Estimated TIC N/A

Performance

* Performance quoted excludes management / bundle fee's
Mar 2024 0.88%
Last 3 Months 11.36%
Last 6 Months 6.26%
YTD 0.88%
Last 12 Months 8.93%
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. 8255386

10X South African Property Income Exchange Traded Fund
1nvest S&P500 Info Tech Index Feeder ETF
1nvest SA Bond ETF
Satrix 40 ETF
Satrix Momentum Portfolio
Satrix MSCI Emerging Markets ETF
Satrix MSCI World ESG Enhanced ETF
Satrix MSCI World ETF
Cash