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


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.

5.00 %
Reinet Investments SCA Instrument Details R 27.50 R 27.68 R 27.50 R 0.00
5.00 %
BHP Billiton PLC Instrument Details R 197.96 R 198.49 R 197.96 R 0.00
5.00 %
Anglo American PLC Instrument Details R 197.37 R 197.50 R 197.37 R 0.00
5.00 %
Mediclinic International PLC Instrument Details R 119.29 R 119.61 R 119.61 R 0.00
5.00 %
Steinhoff International Holdings NV Instrument Details R 63.45 R 63.50 R 63.50 R 0.00
5.00 %
Naspers Limited Instrument Details R 2 236.72 R 2 240.00 R 2 225.41 R 0.00
5.00 %
Advtech Limited Instrument Details R 19.80 R 20.02 R 19.80 R 0.00
5.00 %
Woolworths Holdings Limited Instrument Details R 73.54 R 73.70 R 73.54 R 0.00
5.00 %
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
5.00 %
EOH Holdings Limited Instrument Details R 145.15 R 145.50 R 145.50 R 0.00
5.00 %
JSE Limited Instrument Details R 135.00 R 135.84 R 135.82 R 0.00
5.00 %
Sun International Limited Instrument Details R 77.02 R 77.17 R 77.02 R 0.00
5.00 %
The Foschini Group Limited Instrument Details R 172.61 R 173.05 R 174.57 R 0.00
15.00 %
NewFunds GOVI ETF Instrument Details R 55.44 R 55.80 R 55.37 R 0.00
10.00 %
NewFunds ILBI ETF Instrument Details R 66.24 R 66.91 R 66.24 R 0.00
5.00 %
Bid Corporation Limited Instrument Details R 271.17 R 271.32 R 270.50 R 0.00
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note #
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.