invest in the #INVEST Conservative Income Portfolio.
#INVEST Conservative Income Portfolio
Bundle Provider: Cartesian Capital
Published Date: 2016/11/10
Risk Profile: Conservative

Overview

Conservative Income Risk Score Range: 1 - 45

A risk score in this range represents investors that are comfortable suffering a loss of up to -5% in pursuit of positive returns of up to +9% over a six-month period. This investor is often referred to as a conservative investor.

This portfolio has been compiled by Anthea Gardner, managing director at Cartesian Capital, and endorsed by Gareth Cliff. The investment objective is to provide clients with a portfolio which offers consistent yield above bank interest rates, by investing in liquid assets. The primary return objective of the portfolio is to obtain a level of yield commensurate with capital preservation, lower volatility and high levels of liquidity. Low volatility and consistent yield make this the ideal short to medium term investment for anyone saving for a near term goal 3 - 18 months or investors closer to retirement. Cartesian Capital follows a fundamental bottom-up research process with a macro overlay and consideration of liquidity and volatility.

Bundle fee: 0.85%

Calculate your risk number here

There are no guarantees this targeted return will be earned.

% WEIGHT HOLDING INFO Bid# OFFER# LAST# EST. INVESTMENT
50.00 %
NewFunds GOVI ETF Instrument Details R 55.44 R 55.80 R 55.37 R 0.00
35.00 %
NewFunds ILBI ETF Instrument Details R 66.24 R 66.91 R 66.24 R 0.00
15.00 %
NewFunds TRACI 3 Month ETF Instrument Details R 21.70 R 21.79 R 21.70 R 0.00
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Prices quoted are delayed. Trades are executed at the live price on the underlying exchange at the time your order is received, as a result the price that you invest at may differ from the price displayed. Further to this you are investing at the Offer Price which is the price at which sellers are currently prepared to sell. The difference between all three prices quoted is an indication of the current interest investors have in this share. The bigger the difference between the prices, the smaller the interest/liquidity in the share i.e. there are limited buyers and sellers of this share. Investors should be cautious when buying or selling shares with lower liquidity. Where the % Weight cannot be equally distributed, a weight adjustment will be made to the last instrument in the bundle.