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Lunar Capital Investment
“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. We invest our clients’ funds together with our own funds to build long-term wealth for both parties. Our unit trust offering, the Lunar BCI Worldwide Flexible Fund, was launched on 1 June 2016; and our segregated Lunar Offshore Portfolio Management offering was launched on 1 July 2021
Lunar BCI Worldwide Flexible Fund
Investment Objective
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.
Fund Information
Fund Factsheet
Launch date
Current date
Portfolio value
NAV price (inception)
NAV price (current)
Benchmark
Minimum Investment
Source: Morningstar
Performance (net of fees)
Source: Morningstar
| Annualised (%) | 1 Year | 3 Years | 5 Years |
|---|---|---|---|
| Fund | 0.85% | 9.99% | 8.87% |
Fund Information
Fund Factsheet
Launch date
Current date
Portfolio value
NAV price (inception)
NAV price (current)
Benchmark
Minimum Investment
Source: Morningstar
Fee Structure
Annual Service Fee
Initial Advisory Fee (Max)
Annual Advice Fee
Initial Fee
Performance Fee
1.15% (incl. VAT)
3.45% (incl. VAT)
0 – 1.15% (if applicable)
0.00%
20% of excess above benchmark over a rolling 1 year period, capped at 2%p.a.
Risk Profile
Moderate – High Risk
• Where the asset allocation contained in this MDD reflects offshore exposure, the portfolio is exposed to currency risks.
• The portfolio is exposed to equity as well as default and interest rate risks.
• Therefore, it is suitable for medium to long term investment horizons
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.
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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.