Growth and Income Risk Score Range: 35 - 70
A risk score in this range represents investors that are comfortable suffering a loss of up to -10% in pursuit of positive returns of up to +16% over a six-month period. This investor is often referred to as a moderate investor.
This portfolio has been compiled by Anthea Gardner. managing director at Cartesian Capital. and endorsed by Gareth Cliff. The investment objective is to offer higher than bank interest rates with minimal exposure to shares. The primary return objective of the portfolio is consistent yield and capital growth. Low volatility and yield make this the ideal medium term investment for investors with a 1 - 3 years investment horizon. Cartesian Capital follows a fundamental bottom-up research process with a macro overlay and consideration of liquidity and volatility.
Bundle fee: 0.95%
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 | 1 Year |
| Management/Bundle Fee | 0.95% |
| TER | 0.00% |
| Estimated TC | 0.00% |
| Estimated TIC | 0.95% |
| Apr 2024 | 0.57% |
| Last 3 Months | 5.83% |
| Last 6 Months | 5.07% |
| YTD | 0.57% |
| Last 12 Months | 8.10% |
| Last 3 Years | N/A |
| Last 5 Years | N/A |
| Since Inception | N/A |
| Bonds | 71.05% |
| Property | 0% |
| Cash | 19.38% |
| Local Equity | 9.57% |
| Foreign Equity | 0% |
Here is a list of companies/ETFs that make up this bundle.
