Rowan Capital Funds
The Rowan Capital funds are both Unitised “Fund of Funds”. This structure allows 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: 50% FTSE/JSE ALSI Index, 25% ALBI, 10% STeFI Call Deposit Index, 15% MSCI World TR Index.
Regulation 28: Compliant.
Risk Profile: Moderate to High.
Rowan Capital BCI Income Fund of Funds
Investments to be included in the portfolio will consist of liquid assets, participatory interests, collective investment schemes, or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee. 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 South African 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 and Independent Securities platforms.
Manager: Rowan Capital (Pty) Ltd.
Risk Profile: High.
Global Investments
Global Solutions tailored to meet Investor risk profile.
Bespoke portfolios opened in the name of an individual, or a joint account for estate planning purposes.
Strategies: as a Multi-Asset Fund Manager, Rowan Capital has access to a vast suite of solutions including global funds, ETFs, hedge funds, equities, fixed income, alternative strategies, structured products, and crypto assets.
Assets managed on the Swissquote and UBS platforms. Via Swissquote, clients get access to a multi-currency Swiss bank account linked to their global investment portfolio.
Risk Profile: Low to High.
Our Global Balanced Model and Cautious Model forms the building blocks of a segregated portfolio. See our Balanced Model below: