About the Manager and Strategy

RISK
75-99

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.

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Bundle Information

RA Investable NO
Launch Date 2017/02/28
Benchmark
Minimum Time Horizon
RA ZAR TFSA USD

Percentage and Performance

Costs

Management/Bundle Fee 1.25%
TER 0.00%
Estimated TC 0.00%
Estimated TIC 1.25%

Performance

* Performance quoted excludes management / bundle fee's
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

Bundle NAV

Asset Allocation

Bonds 4.62%
Property 0%
Cash 11.42%
Local Equity 83.96%
Foreign Equity 0%

Constituents

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

African Rainbow Capital Investments Ltd
Anglo American PLC
BHP Group Ltd
Bid Corp Ltd
Bidvest Group Ltd/The
British American Tobacco PLC
Cie Financiere Richemont SA
Discovery Ltd
Exxaro Resources Ltd
FirstRand Ltd
Mr Price Group Ltd
MTN Group Ltd
MultiChoice Group
Naspers Ltd
Pepkor Holdings Ltd
Prosus NV
Sasol Ltd
Satrix GOVI ETF
Shoprite Holdings Ltd
SPAR Group Ltd/The
Thungela Resources