Investment products

Three strategies. One standard.

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.

Conservative01
OLBOS Secure
Protect and grow steadily
Moderate02
OLBOS Growth
Long-term growth
Aggressive03
OLBOS Growth Plus
Faster growth, bigger swings
Held in your own name
Every change approved by you
OLBOS Secure · OLBOS Growth · OLBOS Growth Plus◆Held in your own name◆Interactive Brokers · AJ Bell · Swissquote◆Every change approved by you◆OLBOS Secure · OLBOS Growth · OLBOS Growth Plus◆Held in your own name◆Interactive Brokers · AJ Bell · Swissquote◆Every change approved by you◆
The three strategies

Three levels of risk. The same care in every one.

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.

Conservative01

OLBOS Secure

Protect and grow steadily

Risk

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.

HoldsETFs and fixed income
BorrowingNone
FuturesNone
AccountsISA, SIPP, trust, general, company
Moderate02

OLBOS Growth

Long-term growth

Risk

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.

HoldsCompany shares held directly, and fixed income
BorrowingNone
FuturesHedging only
AccountsISA, SIPP, general, company
Aggressive03

OLBOS Growth Plus

Faster growth, bigger swings

Risk

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.

HoldsCompany shares held directly
BorrowingYes, checked daily
FuturesHedging and added exposure
AccountsGeneral margin, company margin
All three
Held in your own name with Interactive Brokers, AJ Bell or Swissquote
Every change approved by you
Reviewed at least once a year, and whenever your circumstances change
Model returns

Every strategy, published from day one.

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.

Moderate02

OLBOS Growth

Model portfolio since 27 April 2026, before fees.

OLBOS Growth model portfolio total return since 27 April 2026, before fees
Aggressive03

OLBOS Growth Plus

Model portfolio since 27 August 2026, before fees.

OLBOS Growth Plus model portfolio total return since 27 August 2026, before fees
Personal track recordSix years

Six years. A return that speaks for itself.

Martin Botha's own portfolio over the six years before the firm's FCA authorisation in March 2026.

350.7%
Total return over six years
39.6%
Annualised return
5.8%
Market benchmark
6.8x
Outperformance

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.

OLBOS Secure
First client investment is due shortly. Its model return will be published here from that day.

Model returns are before fees. Your own return depends on when you joined and is reported to you after all charges.

Fees

Three strategies, one fee schedule.

OLBOS Secure

Capital preservation and steady growth

0.75%
Annual fee
No performance fee

OLBOS Growth

Long-term capital growth

0.50%
Annual fee
Performance fee: 10% of gains

OLBOS Growth Plus

Accelerated growth

1.00%
Annual fee
Performance fee: 10% of gains

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.

get started

The first conversation is always free.

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.

Book a 30-minute callCall +44 1622 958990Already spoken to us? Complete your application →