Contact Us:

Barinor’s Vineyard North
The Vineyards Office Estate
99 Jip De Jager Road
De Bron, Bellville 7530

+27 (0) 21 912 1020

info@ordiancapital.co.za
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Our philosophy is anchored on three fundamental pillars: People, Process, and Collaboration. These elements guide our approach to navigating complex financial markets with clarity and purpose.

People

We recognise the human element as central to our decision-making. By acknowledging and accounting for biases, we enhance the quality and integrity of our choices. Our team of highly qualified professionals remains dedicated to deepening their understanding of financial markets and adapting effectively to the uncertainties inherent in the environment.

Process

In an ever-changing financial landscape, our processes act as a stabilising framework. Employing an agile approach, we manage resources with flexibility and precision, ensuring our strategies remain responsive to evolving market conditions. By consistently evaluating the state of financial markets, we are equipped to make informed and contextually optimised decisions.

Collaboration

We believe in the collective strength of our team, where the group’s synergy surpasses individual contributions. Through the integration of cutting-edge technologies, we harmonise our capabilities, enabling us to align efforts and maximise outcomes in a cohesive and efficient manner.

This philosophy ensures we remain resilient, adaptive, and aligned with our commitment to excellence in financial markets.

Ordian Capital BCI Balanced Fund of Funds

January 2025

The CIS Fund is a balanced multi-asset medium equity investment offering designed to deliver moderate to high long-term total returns while limiting the risk of capital loss. The Fund invests across multiple asset classes, providing a robust and adaptable approach.

Adhering to Regulation 28 guidelines, the Fund aims to deliver optimal investment growth for retirement savers over the long term. Equity exposure is capped at 75% of the portfolio’s net asset value, with up to 45% allocated to international markets.

Ideal for investors with a medium- to long-term investment horizon, the Fund offers a balanced solution for those saving for retirement. By carefully balancing equity investments, which provide higher growth potential, with other asset classes the Fund moderates risk and reduces short-term volatility while focusing on long-term growth.

Ordian Capital BCI Worldwide Flexible Fund

January 2025

The Fund aims to deliver moderate to high long-term total returns through a flexible and dynamic investment mandate. The Fund can invest across a diverse range of asset classes, including equities, fixed income, property, and cash, with exposure to both domestic and international markets.

This flexibility allows the Fund to actively adapt to changing market conditions, ensuring it remains optimally positioned to capture growth opportunities while effectively managing risk. While the Fund typically holds a majority exposure to growth assets, such as equities, its adaptable mandate enables strategic shifts to more conservative assets when market conditions require.

The Fund is best suited to investors focused on building long-term wealth and who are comfortable with potential market fluctuations and short-term volatility as part of a growth-oriented investment strategy.

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