About the Manager and Strategy


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.

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Bundle Information

RA Investable NO
Launch Date 2017/02/28
Minimum Time Horizon 3 Years

Percentage and Performance


Management/Bundle Fee 1.00%
TER 0.00%
Estimated TC 0.00%
Estimated TIC 1.00%


* Performance quoted excludes management / bundle fee's
Apr 2024 -2.78%
Last 3 Months 3.68%
Last 6 Months -3.63%
YTD -2.78%
Last 12 Months -6.16%
Last 3 Years N/A
Last 5 Years N/A
Since Inception N/A

Bundle NAV

Asset Allocation

Bonds 9.58%
Property 0%
Cash 12.67%
Local Equity 77.75%
Foreign Equity 0%


Here is a list of companies/ETFs that make up this bundle. 168070

African Rainbow Capital Investments Limited
Anglo American PLC
BHP Group Limited
Bid Corporation Limited
Bidvest Limited
British American Tobacco PLC
Comair Limited
Compagnie Financiere Richemont SA
Discovery Limited
Exxaro Resources Limited
Firstrand Limited
Mr Price Group Limited
MTN Group Limited
MultiChoice Group Limited
Naspers Limited
Novus Holdings Ltd
Pepkor Holdings Limited
Peregrine Holdings Limited
Prosus N.V
Sasol Limited
Shoprite Holdings Limited
The Spar Group Limited
Thungela Resources Limited