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 | 3 Years |
| Management/Bundle Fee | 1.25% |
| TER | 0.00% |
| Estimated TC | 0.00% |
| Estimated TIC | 1.25% |
| Apr 2024 | -3.37% |
| Last 3 Months | 3.22% |
| Last 6 Months | -4.55% |
| YTD | -3.37% |
| Last 12 Months | -7.55% |
| Last 3 Years | N/A |
| Last 5 Years | N/A |
| Since Inception | N/A |
| Bonds | 4.86% |
| Property | 0% |
| Cash | 10.55% |
| Local Equity | 84.59% |
| Foreign Equity | 0% |
Here is a list of companies/ETFs that make up this bundle.
