COURTNEY CAPITAL CFD MANAGED PORTFOLIO
A cost-effective, actively managed fund that invests in JSE-listed shares with a moderate risk profile. We go long and short to capture opportunities in rising and falling markets. With no performance or management fees and just 25 bps per trade, you get transparent, hedge-fund-style investing at a fraction of the cost.
EIB TAX WRAPPER
The EIB Tax Wrapper is a tax-efficient investment vehicle that allows you to hold shares in your own name while enjoying the benefits of flexibility and tax deferral. Unlike a regular trading account, where each buy or sell could trigger capital gains tax (CGT), an EIB only attracts CGT when you withdraw money from the basket.
This means you can actively switch between shares and rebalance your portfolio without immediate tax consequences, allowing your investment to compound more effectively over time.
At Courtney Capital, we offer EIBs that can be opened in the name of an individual, trust, or company, providing flexibility in structuring your investment. Investors can purchase both local JSE-listed shares or gain exposure to offshore shares, depending on their investment strategy.
The EIB combines the advantages of direct share ownership with the tax efficiency of a wrapper, making it an attractive option for long-term wealth accumulation.
PERSONAL SHARE PORTFOLIOS
LOCAL SHARE PORTFOLIOS
Our Local Share Portfolios give clients direct access to JSE-listed companies, either through an equity portfolio, a CFD portfolio or both.
You can choose to actively manage your portfolio using the IRESS trading platform, or have our team execute trades on your behalf.
OFFSHORE SHARE PORTOFLIOS
With our Offshore Share Portfolios, clients can invest in a wide range of international companies, gaining exposure to global markets and industries.
Just like with local portfolios, you can choose between an equity portfolio or a CFD portfolio and decide whether to manage trades yourself via the IRESS trading platform or let us execute on your behalf. This structure offers both global diversification and flexibility.
STRUCTURED PRODUCTS
We are proud to offer clients access to Structured Products through our partnerships with Investec and Nedbank. These are sophisticated, pre-packaged investment solutions designed to balance growth with protection, making them a strong fit for many portfolios.
A Structured Product typically combines a fixed-income element with a derivative linked to markets such as equities, currencies or commodities. This structure allows investors to participate in potential market upside while limiting exposure to downside risk. Depending on the design, structured products can offer capital protection, enhanced returns, or tailored exposure to specific market themes, providing opportunities that traditional investments may not deliver.
Backed by the expertise of Investec and Nedbank, these solutions are built with transparency, clearly defined outcomes, and world-class structuring. By incorporating Structured Products into your investment strategy, you can add a layer of innovation and resilience to your portfolio, protecting what matters most while still capturing opportunity.
Contact us today to explore how Structured Products can be tailored to your financial plan.
