Aggressive Growth Risk Score Range: 75 - 99
A risk score in this range represents investors that are comfortable suffering a loss of up to -25% in pursuit of positive returns of up to +36% over a six-month period. This investor is often referred to as an aggressive investor.
This portfolio has been compiled by Anthea Gardner. managing director at Cartesian Capital. and endorsed by Gareth Cliff. The Aggressive portfolio is primarily invested in JSE listed shares. The portfolio will be invested in high quality companies with strong fundamentals and strong management. Share portfolios are characterised by varying degrees of volatility while targeting stock market returns. Higher volatility portfolios are suitable for clients with longer investment horizons (>3 years) targeting higher portfolio returns. Cartesian Capital follows a fundamental bottom-up research process with a macro overlay and consideration of liquidity and volatility.
Bundle fee: 1.25%
Calculate your risk number here
There are no guarantees this targeted return will be earned.
RA Investable | NO |
Launch Date | 2017/02/28 |
Benchmark | |
Minimum Time Horizon |
Management/Bundle Fee | 1.25% |
TER | 0.00% |
Estimated TC | 0.00% |
Estimated TIC | 1.25% |
Oct 2024 | 4.30% |
Last 3 Months | 8.16% |
Last 6 Months | 17.25% |
YTD | 12.22% |
Last 12 Months | 16.09% |
Last 3 Years | N/A |
Last 5 Years | N/A |
Since Inception | N/A |
Since Inception | 20.53% |
1 Year Volatility | 9.45% |
3 Year Volatility | 12.3% |
Best Month | 35.69% |
Worst Month | -25.22% |
Maximum Drawdown | -33.37% |
Bonds | 4.62% |
Property | 0% |
Cash | 11.42% |
Local Equity | 83.96% |
Foreign Equity | 0% |
Here is a list of companies/ETFs that make up this bundle.
Sector Financials |
Industry Capital Markets |
Sub Industry Asset Management & Custody Ban |
Industry Group Name Diversified Financials |
Sector Materials |
Industry Metals & Mining |
Sub Industry Diversified Metals & Mining |
Industry Group Name Materials |
Sector Materials |
Industry Metals & Mining |
Sub Industry Diversified Metals & Mining |
Industry Group Name Materials |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Food Distributors |
Industry Group Name Food & Staples Retailing |
Sector Industrials |
Industry Industrial Conglomerates |
Sub Industry Industrial Conglomerates |
Industry Group Name Capital Goods |
Sector Consumer Staples |
Industry Tobacco |
Sub Industry Tobacco |
Industry Group Name Food, Beverage & Tobacco |
Sector Consumer Discretionary |
Industry Textiles, Apparel & Luxury Goo |
Sub Industry Apparel, Accessories & Luxury |
Industry Group Name Consumer Durables & Apparel |
Sector Financials |
Industry Insurance |
Sub Industry Life & Health Insurance |
Industry Group Name Insurance |
Sector Energy |
Industry Oil, Gas & Consumable Fuels |
Sub Industry Coal & Consumable Fuels |
Industry Group Name Energy |
Sector Financials |
Industry Diversified Financial Services |
Sub Industry Other Diversified Financial Se |
Industry Group Name Diversified Financials |
Sector Consumer Discretionary |
Industry Specialty Retail |
Sub Industry Apparel Retail |
Industry Group Name Retailing |
Sector Communication Services |
Industry Wireless Telecommunication Ser |
Sub Industry Wireless Telecommunication Ser |
Industry Group Name Telecommunication Services |
Sector Communication Services |
Industry Media |
Sub Industry Cable & Satellite |
Industry Group Name Media & Entertainment |
Sector Consumer Discretionary |
Industry Internet & Direct Marketing Re |
Sub Industry Internet & Direct Marketing Re |
Industry Group Name Retailing |
Sector Consumer Discretionary |
Industry Specialty Retail |
Sub Industry Apparel Retail |
Industry Group Name Retailing |
Sector Consumer Discretionary |
Industry Internet & Direct Marketing Re |
Sub Industry Internet & Direct Marketing Re |
Industry Group Name Retailing |
Sector Materials |
Industry Chemicals |
Sub Industry Diversified Chemicals |
Industry Group Name Materials |
Sector Bonds |
Industry |
Sub Industry |
Industry Group Name |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Food Retail |
Industry Group Name Food & Staples Retailing |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Food Distributors |
Industry Group Name Food & Staples Retailing |
Sector Materials |
Industry |
Sub Industry |
Industry Group Name |
EasyWealth is a product of First World Trader (Pty) Ltd t/a EasyEquities (registration number 1999/021265/07) which is an authorized Financial Services Provider (FSP number 22588) and a registered credit provider (NCRCP 12294).The contents of this website are for information purposes only. The information listed herein is of a factual nature and must not be construed as financial advice. The value of financial products can go down, as well as up, as a result of a variety of factors depending on the type of financial products such as a change in the value of the underlying investments, company profits, future prospects and more general market factors. An investor may not recoup the full amount invested. Source of performance data: EasyEquities platform. Past performance is not necessarily an indication of future performance. All performance figures reported are the actual performance of the model portfolio taken from the EasyEquities platform. Bundles without model portfolios (static weights) are excluded. The volatility is calculated as the annualised standard deviation of monthly percentage returns. For periods greater than 1 year, performance is annualised. Forecasts, illustrations, hypothetical data and examples are for illustrative purposes only and are not guaranteed to occur. Any projections contained in the information are estimates only and are not guaranteed to occur. The projections, if any, are subject to market influences and contingent upon matters outside the control of the company, so may not be realised in the future. The investment value, if any, of a financial product is not guaranteed.
Postal address: Postnet Suite 247, Private Bag X1, Melrose Arch, 2076. Physical address: WeWork - Coworking Office Space, 173 Oxford Road, Rosebank, Gauteng, 2196. Telephone number: 087 940 6000. Email: helpme@easyequities.co.za Website: www.easywealth.co.za. The complaints policy, conflict of interest management policy and full disclosure required in terms of the Financial Advisory and Intermediary Services Act, 2002 can be found on the website: www.easyequities.co.za.