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Lunar BCI Worldwide Flexible Fund

updated 15 February 2024
196.57 cents
Source: Morningstar
Annualised (%) 1 Year 3 Years 5 Years
Fund -2.31% 23.75% 43.05%

The Lunar BCI Worldwide Flexible Fund is an open-end fund based in South Africa with a global reach. The fund’s primary objective is to explore both local and international investment opportunities in order to achieve substantial long-term returns for its investors. This fund places a unique emphasis on investing in businesses that demonstrate a competitive advantage through the innovative adoption of technologies. Login to view your portfolio, obtain reports and view the performance of your investments.

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. 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.

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.

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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.

“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.

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 DAM as well as from Sanlam Glacier.

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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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