Published Date: 2016/11/10
Risk Profile: Growth and Income
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.