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.

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Investment Philosophy

“Growth at a Reasonable Price” is our investment motto. We believe that technology and innovation are key growth drivers. We seek out businesses that have developed or utilised technology for competitive advantages and invest in them; provided they are reasonably priced. Investing comes with risk and thus it is important to have an appropriate risk to reward proposition in our investment portfolios. Our Offshore Portfolio Management service is guided by Model Portfolios that are balanced between Large Market Capitalisation blue chip companies, innovative technology companies, thematic exchange traded funds and cash and bonds. These are weighted according to our view of risks and opportunities.

How Offshore Portfolio Management Works

Clients who wish to utilise our Lunar Offshore Portfolio Management offering are required to sign a Mandate Agreement with Lunar Capital. Clients utilise their foreign exchange allowance. Lunar Capital accepts only clients who utilise the Sanlam Glacier International wrapper fund and who request their funds to be managed on the DMA platform. Lunar Capital manages the clients’ portfolios on the DMA platform based on the Mandate agreed with the client. Clients can view their portfolios and obtain statements etc. from DMA and/or Sanlam Glacier.



Invest with Lunar Capital

 Email [email protected] to obtain quotation and application forms for Lunar Offshore Portfolio Management.

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