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Cogence Global Growth Portfolio
Cogence Global Growth Portfolio
Discovery Mauritius Asset Management
Cogence Global Growth Portfolio
Price
 
Ranking
Sector: Global-Equity-General
Size: -
 
Sector Rank: 90 out of 159
(lump sum over 3 years to 31 Jan 2026)
 
Overall Rank: 169 out of 502
(lump sum over 3 years to 31 Jan 2026)
 
R20000 invested on 31 Jan 2023 was worth R27 374 at 31 Jan 2026
(11.03% annual compound return)
 
R5000 per month since 31 Jan 2023 was worth R201 235 at 31 Jan 2026
(7.13% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Focus and Objective
The objective of the portfolio is to target maximum long-term capital growth. It will invest in global assets using both active and passive strategies to ensure diversification across sectors, geographies and investment styles. The strategy is constructed with a very high allocation to equity, typically exceeding 65%.
 
Technical Overview
Benchmark: 75% MSCI ACWI (Unhedged) & 25% BBG Barc Global Aggregate Index (USD Hedged)
Base currency: USD Pricing system: Forward
Formation date: 18 Aug 2020
 

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