Robert Cowen Investments
Growing Families' Wealth Since 1982
CLIENT LOGIN

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

Our overseas portfolios are flying in both rand and dollar terms. Our unit trust which specialises in offshore shares, RCI BCI Worldwide Flexible Fund is up 4.32% for the month, 10.92% for the year and 23.8% over 12 months when measured in Rands.



  • Comments on the 2019 Budget Speech
  • Latest Newsletter - April 2019
  • Elections 2019 - Where to from here?

  • 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


    RCI BCI Flexible Fund closed April at 369.56c, up 4.41% for the month and 11.05% for the year to date (including a distribution of 2.034c). It was 7th in April in its category (out of 76) so is comfortably in the top quartile which is what we strive for. We don’t worry about being number 1 over 6 months - we just want to make our clients a lot of money over 5 years.



    RCI BCI WORLDWIDE FlEXIBLE FUND


    RCI BCI Worldwide Flex closed April at 124.33c, up 4.19% for the month and 15.57% for the year to date. It was the 5th best performing unit trust in its category for April and 7th year-to-date (out of 75) so we are easily in the top quartile and it has risen 20.74% over the past 12 months

    Newsletter Archive

    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

    Mike Gresty

    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