MANAGED ACCOUNTS

 

 

Rock Capital Management (Pty) Ltd is a South-African company with head-office in Cape Town.

 

Rock Capital Management (Pty) Ltd is registered at the Financial Services Board under FSP License 34754.

 

 

Vision


To be known as the investment company with the edge.

Mission

Rock aims to be the company continuously challenging the norm.

 

We want to be the investor's choice

when talking investment options.
 

By utilizing our diverse skill set we want to push our team to constantly come up with new ideas on how to better achieve the best returns possible while ensuring better and better risk management. Listen, learn and innovate.


Values

 

Transparency -

our clients know what we do with their investments

Trust and Integrity -

we do what is right and to the benefit of the client

Honesty -

telling the truth is so much easier than to remember a lie

Quality -

what we do we do with passion and we do it well

Client focused -

we do what we do because of our commitment to you


Our Approach

Our approach is focused on our clients. We want to give our clients options to best meet their investment goals and ambitions. Through a strong business relationship we have with all our partners Rock Capital is able to meet the demands of a diversified product and service offering while still being a specialized wealth management company.

Our investment philosophy is to invest when we are satisfied that all our predetermined requirements have been met. We do our own fundamental analysis before using technical analysis and economic news flow to determine possible investment opportunities and timing. When we do choose to invest we set risk parameters as determined by our investor risk appetite.

Our Product solutions

Rock Capital understands that each client is different and has different investment goals. Below are a few of the products available to our clients ranging from aggressive opportunities to more risk averse options.

  • Offshore Trading Portfolio - for the investor with offshore funds we offer an aggressive equity portfolio through SAXO-bank (all new accounts are opened with Interactive Brokers)

  • Rock Capital Managed futures portfolio - for the aggressive investor

  • Rock Capital Trading equity portfolio - an aggressive 1-5 share portfolio

  • Rock Capital Diversified equity portfolio - an 8-15 share portfolio

  • Rock Capital Balanced equity portfolio - two thirds equity and one third cash and preference shares

  • Rock Capital Income equity portfolio - preference, property and high dividend shares

  • Rock Capital Equity fund - a flexible portfolio with 15-35 shares

  • Rock Capital Dividend strip portfolio

For the investors who like unit trusts through our service provider we also offer

  • Flexible/Equity mandate unit trust

  • Balanced mandate unit trust

  • Income mandate unit trust

Services we offer within our professional partnerships to our private and institutional clients include but are not limited to:

  • Platforms for trading in Equity / Futures / CFD's / ETF's locally and offshore (self managed accounts)

  • Deal execution via telephone

  • Portfolio structuring according to client specifications

  • Portfolio management with client desired input and risk appetite

  • Offshore company structuring

  • Offshore portfolio management

  • UK pension fund conversions to QROP - for SA citizens

  • Setup of Trusts / Wills

  • Tax planning and accounting services

 

Rock Capital Managed Accounts:

 

  • Minimum investment amount : R100,000.00

  • Period: Indefinite, but the longer the better. Rock Capital Management (Pty) Ltd would like to help their clients retire comfortably.  

  • Withdrawals: Every quarter (3 months). A client must give Rock Capital notice before the end of the quarter.

  • Quick withdrawals: If a client would like to withdraw immediately, Rock Capital Management (Pty) Ltd will liquidate the client’s holdings.

  • Extra fees or penalties on early withdrawals: None

  • Guarantees: Rock Capital only acts as portfolio and fund managers and a client's money is held either with PSG or 28E Capital. Therefore cash balances are guaranteed by the JSE guarantee fund.

 

 

Rock Capital Hedge fund performances:

 

Fund Name:

Rock Capital Flexible Fund LLP Rock Capital Triangle Fund LLP Rock Capital Futures Fund LLP

Period

Performance Performance Performance

3 months to previous month end

5.02% 6.48%  

Year to Date

20.40% 17.83% -0.69%

12 months (Rolling)

37.40% 58.94%  

Aug-12

0.39% -1.29% -0.17%

Jul-12

5.25% 7.48% -0.52%

Jun-12

2.74% -0.78%  

May-12

-2.89% -0.11%  

Apr-12

-0.09% 2.58%  

Mar-12

-1.72% -2.39%  

Feb-12

3.39% 3.57%  

 

 

 

 

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Disclaimer

 

Risk Disclosure: Trading foreign exchange on margin carries a high level of risk, and may not be suitable for all investors. The high degree of leverage can work against you as well as for you. Before deciding to invest in foreign exchange you should carefully consider your investment objectives, level of experience, and risk appetite. The possibility exists that you could sustain a loss of some or all of your initial investment and therefore you should not invest money that you cannot afford to lose. You should be aware of all the risks associated with foreign exchange trading, and seek advice from an independent financial advisor if you have any doubts.

 

 

Copyright 2013, FOREX MASTERS