Robert Cowen Investments
Growing Families' Wealth Since 1982
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Welcome


Robert Cowen Investments was started in 1982 by Robert Cowen in order to manage private client assets, and is now positioned as a niche investment house, specializing in family wealth management. Robert Cowen Investments prides itself on being able to provide a comprehensive investment, administration and accounting service with a great deal of emphasis on personal service.




RCI LATEST


In September, the portfolios took a downward squiggle on what we hope will be a long upward move. In this month we saw a bit of a bounce in the rand and a little pressure on off- shore investments. South Africa is at an interesting crossroad – do things improve from here, despite the pressure of the Trade War? Or dothings remain poor with the risk of a down grade?

See the latest RCI Newsletter to read further.

Investment Strategy


Investment Style

International & Local Investment

Unit Trust Performance

Investment Services


Bespoke Portfolios

Unit Trusts

Retirement Products

Estates, Trusts, Wills


RCI BCI FLEXIBLE MANAGED FUND


The RCI Flexible Fund closed September at 380.28c, down 4.61% while the JSE Allshare was down 5%. Our two biggest holdings, Naspers and British American Tobacco remained under pressure due to the strong rand and international markets.



RCI BCI WORLDWIDE FlEXIBLE FUND


RCI BCI Worldwide Flex closed September at 124.06c, down 4.05% for the month. This was largely due to a 3.7% strengthening in the rand for the month but it is still up for the year.

Newsletter

Administration

Documents

Fees

Cash Management

Links & Downloads

About Us


From 1992 until 1996


The primary areas for investment were equities, bonds and cash in the South African markets. Our focus was to invest in shares listed on the Johannesburg Stock Exchange unless clients had a need for income. Equities have been the only asset class to outperform inflation on a long-term basis.

Sending Funds Offshore


Individuals have been allowed to send ever increasing capital sums offshore in the form of exchange control allowances, and portfolio managers have been able to send 30% of assets under management offshore in the form of asset swaps. This has enabled the South African investing public to participate not only in South African investments but also in investments of a global nature.

1997 Onwards


Depending on the individual’s circumstances, we recommend that an appropriate amount be transferred offshore and that the client keeps what is required locally to fund the individual’s chosen lifestyle, subject to exchange control regulations in force.

Directors



Di Haiden

Director

Alan McConnochie

Director

Peter Armitage

Non-Executive Director

Andrew Haiden

Non-Executive Director

Contact Us


Details

    25 Culross Road, Bryanston, Sandton, 2191, South Africa, P.O. Box 784, Saxonwold, 2132, South Africa.
    Direct Line: 011 591 0551
    Main Line: 011 591 0585