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


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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 July at 378.11c, down 1.38% for the month. The JSE Top 40 was down by 0.3% for the month. The rand strengthened slightly during July then was weak in the first two days of August and we feel this chain may continue. Our portfolio is setup for rand weakness.



RCI BCI WORLDWIDE FlEXIBLE FUND


RCI BCI Worldwide Flex closed July at 113.37c, down 2.06% for the month. The investments in the fund are mainly in foreign companies with very high ROCE (return on capital employed) which has normally resulted in fantastic returns with low risk investments. The performance in dollars remains good (which is what we focus on).

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Administration

Documents

Fees

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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