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

Overview

Growth and Income Risk Score Range: 35 - 70

A risk score in this range represents investors that are comfortable suffering a loss of up to -10% in pursuit of positive returns of up to +16% over a six-month period. This investor is often referred to as a moderate investor.

This portfolio has been compiled by Anthea Gardner, managing director at Cartesian Capital, and endorsed by Gareth Cliff. The investment objective is to offer higher than bank interest rates with minimal exposure to shares. The primary return objective of the portfolio is consistent yield and capital growth. Low volatility and yield make this the ideal medium term investment for investors with a 1 - 3 years investment horizon. Cartesian Capital follows a fundamental bottom-up research process with a macro overlay and consideration of liquidity and volatility.

Bundle fee: 0.95%

Calculate your risk number here

There are no guarantees this targeted return will be earned.

% WEIGHT HOLDING INFO Bid# OFFER# LAST# EST. INVESTMENT
15.00 %
NewFunds MAPPS Protect ETF Instrument Details R 22.57 R 35.00 R 34.64 R 0.00
40.00 %
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
10.00 %
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.