Rowan Capital Funds
The Rowan Capital funds are both unitised “Fund of Funds”. This structure allows for continuous active management in a tax-efficient manner for investors.
Rowan Capital BCI Balanced Fund of Funds
The portfolio will have investment exposure across multiple asset classes in order to ensure portfolio diversification and risk reduction. On a look through basis, the portfolio’s equity exposure will range between 0% and 75% of the total asset value. The fund may invest in equity securities, property securities, money-market instruments, preference shares, listed and unlisted financial instruments, bonds and other interest-bearing instruments.
Objective: to offer investors a moderate to high long-term total return.
Benchmark: ASISA SA Multi Asset High Equity category average.
Regulation 28: Compliant.
Risk Profile: Moderate to High.
Rowan Capital BCI Income Fund of Funds
Investments to be included in the portfolio will primarily consist of liquid assets, participatory interests, and collective investment schemes. The fund may invest in equity securities, property securities, money-market instruments, preference shares, listed and unlisted financial instruments, bonds and other interest-bearing instruments. The portfolio’s equity exposure will be limited to maximum 10% of the portfolio’s net asset value.
Objective: to provide the investor with a high level of income and stable capital growth.
Benchmark: STeFI Composite Index + 2%.
Regulation 28: Compliant.
Risk Profile: Low to Moderate.
Domestic Equity Portfolios
Bespoke direct SA Equity Portfolios for individuals, companies and trusts.
Long-term investment horizon (longer than 3 Years).
Track record of generating alpha (market-beating returns).
Assets managed on Investec Securities and Independent Securities platforms.
Manager: Rowan Capital (Pty) Ltd.
Risk Profile: High.
Global Portfolios
Global Investment Solutions tailored to meet client’s risk profile.
Segregated portfolios in the name of an individual, joint account, legal entities (company or trust).
As a Multi-Asset Fund Manager, Rowan Capital has access to a vast suite of strategies including global funds, ETFs, hedge funds, equities, fixed income, alternative strategies, and structured products.
Assets are managed on the Swissquote and UBS platforms. Via Swissquote, clients get access to a multi-currency Swiss bank account directly linked to their global investment portfolio.
Risk Profile: Low to High.
Global Cautious, Global Balanced, and Global Growth Models form the building blocks of a client portfolio. See our Balanced Model below: