Growth Risk Score Range: 50 - 90
A risk score in this range represents investors that are comfortable suffering a loss of up to -15% in pursuit of positive returns of up to +23% over a six-month period. This investor is often referred to as a balanced investor.
This portfolio has been compiled by Anthea Gardner. managing director at Cartesian Capital. and endorsed by Gareth Cliff. The investment objective of the Growth portfolio is to provide investors with exposure to the equity market through less volatile and highly liquid shares as well as a 15-20% exposure to less volatile bonds. The combination of fixed income and equity assets makes this a suitable investment for medium to long term investors with >3 years investment horizon. The high level of exposure to shares could lead to volatility of portfolio returns. Cartesian Capital follows a fundamental bottom-up research process with a macro overlay and consideration of liquidity and volatility.
Bundle fee: 1%
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 | 1.00% |
| TER | 0.00% |
| Estimated TC | 0.00% |
| Estimated TIC | 1.00% |
| May 2024 | 2.61% |
| Last 3 Months | 1.63% |
| Last 6 Months | 5.37% |
| YTD | -1.20% |
| Last 12 Months | -1.40% |
| Last 3 Years | N/A |
| Last 5 Years | N/A |
| Since Inception | N/A |
| Bonds | 8.99% |
| Property | 0% |
| Cash | 13.83% |
| Local Equity | 77.18% |
| Foreign Equity | 0% |
Here is a list of companies/ETFs that make up this bundle.
