About the Manager and Strategy

RISK
35-70

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.

Calculate your risk number

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 0.95%
TER 0.00%
Estimated TC 0.00%
Estimated TIC 0.95%

Performance

* Performance quoted excludes management / bundle fee's
Oct 2024 2.11%
Last 3 Months 6.10%
Last 6 Months 11.11%
YTD 10.61%
Last 12 Months 17.65%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Asset Allocation

Bonds 69.61%
Property 0%
Cash 20.59%
Local Equity 9.8%
Foreign Equity 0%

Constituents

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

Satrix GOVI ETF
SATRIX ILBI PORTFOLIO
Satrix MAPPS Protect ETF
Satrix TRACI 3 Month ETF