Morula Capital Partners

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Morula Capital Partners

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+2673931063

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+267 393 1063

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https://www.linkedin.com/company/morula-capital-partners/

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Frequently Asked Question's

About Morula Capital

Who is Morula Capital Partners?

Morula Capital Partners is an independent asset management firm headquartered in Gaborone, Botswana. They provide asset management services targeting institutions and individuals.

Is Morula Capital Partners licensed to operate in Botswana?

Yes. Morula Capital Partners is authorized and regulated by the Non-Bank Financial Institutions Regulatory Authority (NBFIRA), with license number NBFIRA 10/3/71 CM.

How is Morula Capital Partners governed?

Morula Capital Partners adheres to corporate governance standards, overseen by an experienced Board Of Directors. The organization has an internal audit, The CIU assurance framework involves a Custodian Bank, Trustee, and Investment Manager, overseen by the Fund Administrator.

Who owns Morula Capital Partners?

Morula is a 100% shareholding Batswana owned company and is as owner managed business.

What are our investment capabilities?

Morula Capital Partners offers capabilities in equities, fixed income, property, and alternative investments.

Investment Options (Units Trusts)

What is a unit trust and can I invest in a unit trust?

 A unit trust is a regulated investment vehicle where funds from many investors are pooled together and invested into different asset classes. Morula Capital offers various unit trusts that allow investors to access a diversified portfolio.

Which unit trusts does Morula Capital offer?
  • Morula Cash Plus Fund
  • Morula Bond Fund
  • Morula Inflation Plus Fund
  • Morula Global Balanced Fund
  • Morula Global Absolute Return Fund
  • Morula Income Fund
  • Morula Local Equity Fund
  • Morula Global Equity Fund* (USD Denominated)
What is our investment philosophy?

Morula’s investment philosophy is valuation-driven (click here for more)

How can I compare Morula Capital Partners’s performance with other asset managers in Botswana?

Morula’s performance data is sourced by Alexander Forbes Asset Consulting (AFAC) and is also available upon request from Morula Capital Partners contact us page on the website. Investors should compare performance along with other factors like risk and investment objectives.

What fees are associated with investing in Morula Capital Partner’s unit trusts?

Fees charged include management, administrative, custody, trustee, trading, legal, and auditor fees. The Total Expense Ratio (TER) refers to the total applicable fee charged. Specific fee percentages for each fund are detailed on fund information and fund prospectus. No initial, subscription or redemption fees are charged

Investing with Morula Capital

What are the minimum investment amounts for Morula unit trusts?
The minimum investment amounts vary by fund and are specified on page 24:
  • Morula Cash Plus Fund: P1000 (Lumpsum) / P200 (Monthly debit order)
  • Morula Bond Fund: P1000 (Lumpsum) / P200 (Monthly debit order)
  • Morula Inflation Plus Fund: P500 Lumpsum / P200 (Monthly debit order)
  • Morula Global Balanced Fund: P500 Lumpsum / P200 (Monthly debit order)
  • Morula Global Absolute Return Fund: P1000 Lumpsum / P200 (Monthly debit order)
  • Morula Income Fund: P500,000 (Lumpsum) Morula Local Equity Fund: USD$100,000 Lumpsum
  • Morula Global Equity Fund: USD$100,000 Lumpsum
    • How can I open an investment account with Morula Capital from Botswana?
    You can open an investment account by downloading an application form and completing it and sending it to unittrusts@morual.co.bw together with the additional required documents. You can also book an appointment to get assistance with our experts on https://cal.read.ai/businessdevelopment, or visit us at our offices @ Head Office Address: Deloitte House, Plot 64518, Fairgrounds, Gaborone
    What documents are required?
    If applying as an individual you need:
  • Certified Omang for Botswana citizens or Passport and Work Permit copies for expatriates residing in Botswana. For non-residents, a certified copy of Passport.
  • Proof of residence (utility bill, letter from employer, affidavit).
  • Proof of Bank account (confirmation letter from the bank, recent bank statement stamped by the bank).
  • Proof of employment and source of funds (confirmation letter from employer).
    • How can I make deposits and withdrawals?

    Deposits and withdrawals can be made via bank transfer. For contributions, proof of deposit must be submitted along with the contribution form. Withdrawals will be processed within T+2 working days.

    When can I make withdrawals?

    Generally, redemption amounts will be paid to the banking details provided at the time of account opening, as long as the bank account bears the same name of the investor.

    As a unit trust investor in a Morula unit trust, how often do I get statements?

    A daily transaction statement will be shared to client’s email after every transaction. A monthly statement is shared showing all funds, and fact sheets are shared monthly.

    Do I pay tax on a unit trust?

    Yes. Withholding Tax is held within the fund and remitted to BURS and the Tax Certificate is sent to you as and when remissions have been done. However, the full Tax implications depend on individual circumstances and prevailing Botswana tax laws. Consulting a tax advisor for personalized advice is recommended.

    Address

    • Deloitte House, Plot 64518, Fairgrounds | Gaborone, Botswana