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Red Oak Capital is a collective investment scheme that allows us to ring-fence and plan Capital Gains Tax and consolidate individual investments under one investment vehicle thanks to years of industry knowledge and experience.
The red oak tree is one of the largest trees found in nature. In the right environment, red oaks can reach lengths of up to 28 metres and can attain a trunk diameter of almost 2 metres. Its wide spread is supported by deep running roots seeking the most fertile soil. Its growth is almost patient, and has been shown to grow up to 400 years old.
As a Fund Management company, it is from these qualities that Red Oak Capital draws its inspiration. We help you create deep-rooted, continuously growing wealth that spans across every aspect of your life.
Representatives of all three companies heads up the investment committee whose role is to identify unit trusts in line with the investment objective and risk profile of various investors and their specific investment goals and needs.
Red Oak Capital’s shares are held by JWR Group and MEQ Capital and are managed in conjunction with Sanlam Multi-managers.
Red Oak Capital is a Category 2 Financial Services Provider, which enables us to manage our clients’ unit trusts directly without approval for new investment decisions. We offer three investment fund solutions:
The Red Oak BCI Balanced Fund is a managed portfolio with the objective to offer investors moderate to high long term total returns.
Risk Profile: Moderate- High
The Red Oak BCI Worldwide Flexible Fund of Funds is a worldwide portfolio that aims to deliver a high long term total return.
Risk Profile: Moderate- High
The objective of the Cash Plus Model Portfolio is to provide investors with a high level of income and capital preservation over a rolling 12 month period. The risk of capital loss over a rolling 12 months is slim.
Risk Profile: Low
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