Why Numbers Matter – Lunar Capital Client Event Replay
Thank you all for attending our Lunar Capital Event: Why Numbers Matter on Wednesday 13 July 2022. We hope you enjoyed the conversation from Ridhwaan
Source: Morningstar
LEARN
Despite our experience of investing over multiple decades, we strive to continuously learn and improve our investment knowledge.
INVEST
The core of our business is to invest for long-term wealth creation. We have invested our own funds together with our clients’ funds, to align our interests with that of our clients to build long-term wealth for both parties.
ENJOY
We aim to provide real positive returns for our clients and co-investors, so that they can utilise their wealth for their enjoyment and benefit.
Welcome to Lunar Capital
Lunar Capital is a black owned and managed Investment Management Company based in South Africa. Our core purpose is to meaningfully impact the investment culture of the communities and people whose lives we touch.
Our shareholders and directors have invested a significant portion of their own wealth in the Lunar BCI Worldwide Flexible Fund and have committed to remain invested for the long term. We invite you to join us in learning to invest, co-investing with us and taking the steps to growing wealth for you and your family.
INVEST
Our Funds
Lunar BCI Worldwide Flexible Fund
The Lunar BCI Worldwide Flexible Fund invests in local and global businesses that have a competitive advantage through the innovative adoption of technologies and business practices.
The Fund Fact Sheet provides more details on the fund’s holdings, fees and performance.
Login to view your portfolio, performance and obtain tax and other reports.
- Fund Size R124 267 888
- Offshore Holdings 57%
- 5 Year 59.58% (9.80% p.a.)
- Fund Factsheet
- Updated 31 July 2022
Source: Morningstar
Lunar Offshore Portfolio Management
The Lunar Offshore Portfolio Management service offering is suitable for clients who have a minimum of R500,000 to invest. Clients will be required to utilise their offshore foreign exchange allowance to invest in this offering. Lunar Capital has partnered with major local and global financial institutions to provide this service, giving our clients access to major investment jurisdictions globally.
This service is structured to benefit from tax and estate planning. Contact us to provide you with more details of the Lunar Offshore Portfolio Management service.
Login to view your portfolio, obtain reports and view the performance of your investments.
LEARN
Lunar Insights
Enjoy
Enjoy Investing
Investing to build wealth is a disciplined, long-term process; and the rewards can be substantial. The delayed gratification you will get from providing for your children’s education, enjoying your retirement years, being able to assist those in need; or being able to withstand a financial shock; will all overshadow the sacrifices made by reducing your spending today so that you can invest for the future.
Learning too, is an enjoyable process when you can apply it for your benefit. At Lunar Capital, we enjoy what we do, and we have the greatest joy when we are able to assist our clients with their long-term financial goals
Investment Returns
The Chart below demonstrates our performance since inception. The detailed performance of the Lunar BCI Worldwide Flexible Fund can be viewed on the Fund Fact Sheet.
Learning and Teaching
At Lunar Capital, we value learning and imparting our knowledge through our Insights, the Lunar Capital Youth League Academy and through in-person and digital meetings with our clients and prospective clients.
Popular Questions
The more planning you do, the more likely you are to have questions. We have listed some of the questions most frequently asked by individuals seeking to become investors with Lunar Capital.
At Lunar Capital, we believe that building wealth begins with a disciplined approach. All our shareholders and directors have invested a significant portion of their wealth in the Lunar BCI Worldwide Flexible Fund. Anyone can co-invest with us and start their wealth building journey with a minimal upfront investment or a monthly debit order. We also provide an Offshore Portfolio Management service for clients who wish to utilise their offshore exchange control allowance.
Our investment philosophy is encapsulated in “Growth at a Reasonable Price”. Technology is a key driver of growth, whether it is through digitising businesses, providing health care and medication, enabling sustainable energy sources, or improving safety and security. Our bias is to invest in these businesses that we believe have competitive advantages, provided we can acquire them at reasonable price.
Please contact us for further information on the Lunar BCI Worldwide Flexible Fund and/or the Lunar Offshore Portfolio Management service.
Lunar Capital are passionate about investing for the future. Our ideal candidate is a high-quality, growing company within an expanding sector. Typically, these companies are leaders within their industries or their markets with strong management teams in place.
We are also on the lookout for businesses that could potentially disrupt existing business models and provide long-term growth.
Sabir Munshi
Sabir Munshi, our founder and CEO, studied computer science and worked in the financial markets industry in various leadership roles in consulting, business, and information technology. He started his career with Accenture and subsequently with FirstCorp Merchant Bank, Gensec Bank/Sanlam Capital Markets and lastly as Chief Information Officer at Rand Merchant Bank.
He has been investing since the early 1990’s. He currently manages the Lunar BCI Worldwide Flexible Fund and the segregated Lunar Offshore Portfolio Management funds. He has invested a significant portion of his own wealth in the Lunar BCI Worldwide Flexible Fund.
He is passionate about investing for long-term personal and societal prosperity. He is also as a member of Higain Investments, an investment club which has its roots since 1991 from the township of Lenasia near Johannesburg.
Carl Isernhinke
Carl Isernhinke studied actuarial science and has played a number of roles in the Investment Management industry at PSG Escher, Absa Capital, Clade Asset Management, and Sasfin Asset Managers. At Sasfin Asset Managers he was Chief Investment Officer from June 2011 to August 2014, whereafter he continued with Sasfin in the capacity of a fund manager.
He is also the Chief Investment Officer for Global and Local Asset management.
Our Fee structure for the Lunar BCI Worldwide Flexible Fund can be found on the Fund Fact Sheet.
Our fee structure for the Lunar Offshore Portfolio service is 1% pa plus VAT. Separate fees apply for Sanlam and DMA. These can be provided on request.
Your funds can be viewed online via BCI for the Lunar BCI Worldwide Flexible Fund. You are also able to add funds, change debit orders, withdraw and obtain reports online via this service.
Your Lunar Offshore Portfolio Management funds can also be viewed online via DMA or Sanlam. Withdrawals and additional investments will be done via Sanlam and Lunar Capital can assist you with this process.
Lunar Capital is a Level 1 BEE company. We are 100% Black-owned, of which 29.5% is owned by Black women.
Invest with Lunar Capital
Application forms can be accessed through the link below. Alternatively, email us at [email protected] and we can assist you with completing the forms.