invest in the #INVEST Growth Portfolio.
#INVEST Growth Portfolio
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Published Date: 2016/11/10
Risk Profile: Growth

Overview

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.

% WEIGHT HOLDING INFO
15.00 %
Cash -
15.00 %
NewFunds GOVI ETF Instrument Details
10.00 %
NewFunds ILBI ETF Instrument Details
5.00 %
Advtech Limited Instrument Details
5.00 %
Anglo American PLC Instrument Details
5.00 %
Aspen Pharmacare Holdings Limited Instrument Details
5.00 %
BHP Billiton PLC Instrument Details
5.00 %
Bid Corporation Limited Instrument Details
5.00 %
JSE Limited Instrument Details
5.00 %
Mediclinic International PLC Instrument Details
5.00 %
Naspers Limited Instrument Details
5.00 %
Reinet Investments SCA Instrument Details
5.00 %
Steinhoff International Holdings NV Instrument Details
5.00 %
Sun International Limited Instrument Details
5.00 %
Woolworths Holdings Limited Instrument Details
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