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

Overview

Aggressive Growth Risk Score Range: 75 - 99

A risk score in this range represents investors that are comfortable suffering a loss of up to -25% in pursuit of positive returns of up to +36% over a six-month period. This investor is often referred to as an aggressive investor.

This portfolio has been compiled by Anthea Gardner, managing director at Cartesian Capital, and endorsed by Gareth Cliff. The Aggressive portfolio is primarily invested in JSE listed shares. The portfolio will be invested in high quality companies with strong fundamentals and strong management.  Share portfolios are characterised by varying degrees of volatility while targeting stock market returns. Higher volatility portfolios are suitable for clients with longer investment horizons (>3 years) targeting higher portfolio returns. Cartesian Capital follows a fundamental bottom-up research process with a macro overlay and consideration of liquidity and volatility.

Bundle fee: 1.25%

Calculate your risk number here

There are no guarantees this targeted return will be earned.

% WEIGHT HOLDING INFO Bid# OFFER# LAST# EST. INVESTMENT
3.50 %
Compagnie Financiere Richemont SA Instrument Details R 97.45 R 97.50 R 97.45 R 0.00
4.00 %
Reinet Investments SCA Instrument Details R 27.50 R 27.68 R 27.50 R 0.00
4.00 %
BHP Billiton PLC Instrument Details R 197.96 R 198.49 R 197.96 R 0.00
4.50 %
Anglo American PLC Instrument Details R 197.37 R 197.50 R 197.37 R 0.00
2.00 %
Old Mutual PLC Instrument Details R 34.78 R 34.86 R 34.78 R 0.00
4.00 %
Mediclinic International PLC Instrument Details R 119.29 R 119.61 R 119.61 R 0.00
5.50 %
Steinhoff International Holdings NV Instrument Details R 63.45 R 63.50 R 63.50 R 0.00
3.50 %
Sasol Limited Instrument Details R 361.52 R 361.80 R 361.41 R 0.00
9.00 %
Naspers Limited Instrument Details R 2 236.72 R 2 240.00 R 2 225.41 R 0.00
4.00 %
Advtech Limited Instrument Details R 19.80 R 20.02 R 19.80 R 0.00
3.50 %
Woolworths Holdings Limited Instrument Details R 73.54 R 73.70 R 73.54 R 0.00
4.00 %
Firstrand Limited Instrument Details R 53.00 R 53.06 R 53.06 R 0.00
5.00 %
Aspen Pharmacare Holdings Limited Instrument Details R 270.78 R 270.90 R 269.76 R 0.00
3.00 %
EOH Holdings Limited Instrument Details R 145.15 R 145.50 R 145.50 R 0.00
2.00 %
Peregrine Holdings Limited Instrument Details R 28.16 R 28.41 R 28.16 R 0.00
4.00 %
JSE Limited Instrument Details R 135.00 R 135.84 R 135.82 R 0.00
2.00 %
Zeder Inv Limited Instrument Details R 7.91 R 7.96 R 7.95 R 0.00
3.50 %
Sun International Limited Instrument Details R 77.02 R 77.17 R 77.02 R 0.00
3.00 %
Adapt IT Holdings Limited Instrument Details R 12.30 R 12.65 R 12.30 R 0.00
3.50 %
The Foschini Group Limited Instrument Details R 172.61 R 173.05 R 174.57 R 0.00
2.50 %
MMI Holdings Limited Instrument Details R 25.90 R 25.95 R 25.93 R 0.00
3.50 %
Transaction Capital Limited Instrument Details R 13.80 R 14.89 R 14.89 R 0.00
3.00 %
Sibanye Gold Limited Instrument Details R 27.98 R 27.99 R 27.99 R 0.00
2.00 %
Barclays Africa Grp Limited Instrument Details R 157.02 R 157.54 R 155.98 R 0.00
3.00 %
Stellar Capital Partners Limited Instrument Details R 1.12 R 1.15 R 1.15 R 0.00
4.00 %
Rand Merchant Investment Holdings Limited Instrument Details R 43.11 R 43.15 R 43.11 R 0.00
4.50 %
Bid Corporation Limited Instrument Details R 271.17 R 271.32 R 270.50 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.