Three model portfolios, each run with the same institutional investment discipline and held in your own name. We match you to the one that fits your goals and how big a fall you could live with, and nothing changes without your approval.
All three are built on the same research and the same risk controls. What changes is how much of the market's ups and downs you take on.
Protect and grow steadily
For investors who put stability first. OLBOS Secure spreads your money across whole markets through low-cost ETFs, alongside fixed income. No managed funds and no borrowing, so it has the smallest ups and downs of the three.
Long-term growth
Shares in good companies, bought at fair prices and held directly in your name, alongside fixed income. Every share passes our quality and value research before we recommend it. No borrowing to invest; futures are used only to hedge.
Faster growth, bigger swings
The OLBOS Growth approach with borrowing added, across UK, European and US shares in sterling, euros and dollars. Borrowing and futures raise exposure, and margin is checked every day. Gains and losses are both bigger.
Each strategy runs as one model portfolio, and client accounts are kept in line with it. We publish each model's return from the day client money was first invested, beside the market over the same dates. Model returns are shown before fees.
Model portfolio since 27 April 2026, before fees.

Model portfolio since 27 August 2026, before fees.

Martin Botha's own portfolio over the six years before the firm's FCA authorisation in March 2026.
Returns reflect the personal investment track record of Martin Botha over a six-year period ending prior to FCA authorisation (March 2026). These are not client returns and do not represent the performance of OLBOS Capital Limited. Annualised return: 39.6% vs market benchmark 5.8%. Past performance is not a reliable indicator of future results. All investments carry risk and the value of your portfolio may fall as well as rise. Returns shown are gross of fees.
Model returns are before fees. Your own return depends on when you joined and is reported to you after all charges.
Capital preservation and steady growth
Long-term capital growth
Accelerated growth
No minimum investment; minimum fee £100 a month. No performance fee until every loss is recovered. Fees are charged on your assets, never on borrowed amounts.
Thirty minutes on Teams or by phone, any day with 24 hours' notice. We will tell you honestly whether OLBOS Capital is the right fit.
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