invest in the #INVEST Aggressive Growth Portfolio.
#INVEST Aggressive Growth Portfolio
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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
14.60 %
Cash -
11.04 %
Naspers Limited Instrument Details
6.20 %
Steinhoff International Holdings Limited Pref Instrument Details
5.37 %
Bid Corporation Limited Instrument Details
4.70 %
Aspen Pharmacare Holdings Limited Instrument Details
4.38 %
Reinet Investments SCA Instrument Details
4.21 %
Advtech Limited Instrument Details
4.15 %
Rand Merchant Investment Holdings Limited Instrument Details
3.95 %
Mediclinic International PLC Instrument Details
3.84 %
Compagnie Financiere Richemont SA Instrument Details
3.68 %
Anglo American PLC Instrument Details
3.53 %
Sasol Limited Instrument Details
3.35 %
JSE Limited Instrument Details
3.34 %
Woolworths Holdings Limited Instrument Details
3.19 %
BHP Billiton PLC Instrument Details
2.83 %
Rhodes Food Group (Pty) Limited Instrument Details
2.82 %
Sun International Limited Instrument Details
2.50 %
EOH Holdings Limited Instrument Details
2.49 %
Sibanye Gold Limited Instrument Details
2.20 %
Peregrine Holdings Limited Instrument Details
2.18 %
Zeder Inv Limited Instrument Details
2.01 %
Old Mutual PLC Instrument Details
1.83 %
Adapt IT Holdings Limited Instrument Details
1.61 %
Stellar Capital Partners Limited Instrument Details
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