Cogence Global Cautious Portfolio

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Cogence Global Cautious Portfolio

Cogence Global Cautious Portfolio

	Discovery Mauritius Asset Management
		Cogence Global Cautious Portfolio

Price

Ranking

Sector:	Global-Asset Allocation-Prudential
Size:	-

Sector Rank:	26 out of 42
(lump sum over 3 years to 31 Mar 2026)

Overall Rank:	377 out of 523
(lump sum over 3 years to 31 Mar 2026)

R20000 invested on 31 Mar 2023 was worth R22 772 at 31 Mar 2026
(4.42% annual compound return)

R5000 per month since 31 Mar 2023 was worth R182 899 at 31 Mar 2026
(1.03% 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