Our Funds

INVEST

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

03 June 2016

31 July 2022

R118 827 548

100 cents

150.56 cents

CPI + 5%

None

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.

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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.

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