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Cogence Global Cautious Portfolio Discovery Mauritius Asset Management Cogence Global Cautious Portfolio Price   Ranking Sector: Global-Asset Allocation-Prudential Size: -   Sector Rank: 29 out of 41 (lump sum over 3 years to 31 Dec 2025)   Overall Rank: 387 out of 496 (lump sum over 3 years to 31 Dec 2025)   R20000 invested on 31 Dec 2022 was worth R24 295 at 31 Dec 2025 (6.70% annual compound return)   R5000 per month since 31 Dec 2022 was worth R184 046 at 31 Dec 2025 (1.44% 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 this portfolio is to preserve capital over the short-to-medium term, while also providing some exposure to 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 low-to-medium allocation to equity, not exceeding 35%.   Technical Overview Benchmark: 25% MSCI ACWI (Unhedged) & 75% BBG Barc Global Aggregate Index (USD Hedged) Base currency: USD Pricing system: Forward Formation date: 18 Aug 2020

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