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% |
Sep 2024 | 2.43% |
Last 3 Months | 7.81% |
Last 6 Months | 9.56% |
YTD | 6.52% |
Last 12 Months | 5.59% |
Last 3 Years | N/A |
Last 5 Years | N/A |
Since Inception | N/A |
Since Inception | 24.08% |
1 Year Volatility | 9.04% |
3 Year Volatility | 11.46% |
Best Month | 50.94% |
Worst Month | -28.98% |
Maximum Drawdown | -34.58% |
Bonds | 9.07% |
Property | 0% |
Cash | 13.63% |
Local Equity | 77.3% |
Foreign Equity | 0% |
Here is a list of companies/ETFs that make up this bundle.
Sector Financials |
Industry Capital Markets |
Sub Industry Asset Management & Custody Ban |
Industry Group Name Diversified Financials |
Sector Materials |
Industry Metals & Mining |
Sub Industry Diversified Metals & Mining |
Industry Group Name Materials |
Sector Materials |
Industry Metals & Mining |
Sub Industry Diversified Metals & Mining |
Industry Group Name Materials |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Food Distributors |
Industry Group Name Food & Staples Retailing |
Sector Industrials |
Industry Industrial Conglomerates |
Sub Industry Industrial Conglomerates |
Industry Group Name Capital Goods |
Sector Consumer Staples |
Industry Tobacco |
Sub Industry Tobacco |
Industry Group Name Food, Beverage & Tobacco |
Sector Consumer Discretionary |
Industry Textiles, Apparel & Luxury Goo |
Sub Industry Apparel, Accessories & Luxury |
Industry Group Name Consumer Durables & Apparel |
Sector Financials |
Industry Insurance |
Sub Industry Life & Health Insurance |
Industry Group Name Insurance |
Sector Energy |
Industry Oil, Gas & Consumable Fuels |
Sub Industry Coal & Consumable Fuels |
Industry Group Name Energy |
Sector Financials |
Industry Diversified Financial Services |
Sub Industry Other Diversified Financial Se |
Industry Group Name Diversified Financials |
Sector Consumer Discretionary |
Industry Specialty Retail |
Sub Industry Apparel Retail |
Industry Group Name Retailing |
Sector Communication Services |
Industry Wireless Telecommunication Ser |
Sub Industry Wireless Telecommunication Ser |
Industry Group Name Telecommunication Services |
Sector Communication Services |
Industry Media |
Sub Industry Cable & Satellite |
Industry Group Name Media & Entertainment |
Sector Consumer Discretionary |
Industry Internet & Direct Marketing Re |
Sub Industry Internet & Direct Marketing Re |
Industry Group Name Retailing |
Sector Consumer Discretionary |
Industry Specialty Retail |
Sub Industry Apparel Retail |
Industry Group Name Retailing |
Sector Consumer Discretionary |
Industry Internet & Direct Marketing Re |
Sub Industry Internet & Direct Marketing Re |
Industry Group Name Retailing |
Sector Materials |
Industry Chemicals |
Sub Industry Diversified Chemicals |
Industry Group Name Materials |
Sector Bonds |
Industry |
Sub Industry |
Industry Group Name |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Food Retail |
Industry Group Name Food & Staples Retailing |
Sector Consumer Staples |
Industry Food & Staples Retailing |
Sub Industry Food Distributors |
Industry Group Name Food & Staples Retailing |
Sector Materials |
Industry |
Sub Industry |
Industry Group Name |
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