New Cartesian Growth and Managed TFSA Bundles

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Cartesian have recently added two new TFSA bundles to their offering. Both are made up of the same instruments with different weightings.

Cartesian hasbundles on our platform across ZAR and TFSA accounts, make sure to check them out HERE.

Cartesian Growth TFSA fund focuses on sectors and regions of the investment universe that promise higher returns, which may lead to higher volatility within the portfolio – this fund best suits longer term investors looking for higher returns but who are able to stomach the Net Asset Value moves in their portfolio.

The fund's objective is to remain well-diversified across asset classes and regions while keeping an eye on cost, ensuring an effective outcome for the investor. It utilises the efficient frontier to assist in the Strategic Asset Allocation process and implementation.

Cartesian_Bundle_Growth-TFSA

Cartesian Moderate TFSA fund is suitable for investors with a lower appetite for volatility – due to the nature of the investment, and the inclusion of equity exposures, the fund will experience some volatility, but projected volatility should be low enough for the investor to sleep easy and not worry about the random moves in their portfolio.

The fund's objective is to remain well-diversified across asset classes and regions while keeping an eye on cost, ensuring an effective outcome for the investor. It utilises the efficient frontier to assist in the Strategic Asset Allocation process and implementation.

Cartesian_Bundle_Moderate_TFSA

Asset Management Fee: 0.75% (for both)

 

Holdings for both Growth and Moderate bundles:

Instrument Name

Exchange

Ticker

Growth

Moderate

AMI Big50 ex-SA ETF

JSE ETFs

AMIB50

5.0%

5%

CoreShares South African Property Income ETF

JSE ETFs

CSPROP

7.5%

5%

Satrix 40 ETF

JSE ETFs

STX40

10.0%

8%

Satrix MSCI Emerging Markets ETF

JSE ETFs

STXEMG

7.5%

8%

Satrix MSCI World ETF

JSE ETFs

STXWDM

15.0%

20%

Satrix Momentum Portfolio

JSE ETFs

STXMMT

10.0%

10%

Satrix MSCI World ESG Enhanced ETF

JSE ETFs

STXESG

10.0%

5%

1nvest S&P500 Info Tech Index Feeder ETF

JSE ETFs

ETF5IT

10.0%

5%

1nvest SA Bond ETF

JSE ETFs

ETFBND

22.0%

30%

Cash

 

 

3.0%

5.0%

     

100.0%

100.0%

 

Happy Investing!

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