Westbrooke Aria Plus is a fully tax-deductible investment into a portfolio of moveable asset rental businesses or renewable energy infrastructure businesses alongside experienced, reputable entrepreneurs across South Africa. As the next phase in the evolution of the Westbrooke Aria strategy, Westbrooke Aria Plus seeks to invest in businesses which generate predictable revenue streams (but where these revenue streams are not necessarily contractual) and might take underlying asset equity positions and therefore this investment strategy targets higher annualised return compared to the Westbrooke Aria strategy. The investment aims to provide investors with a return in excess of 18% per annum (after fees and investor exit tax), including a potential semi-annual dividend.
|100% tax deductible in the year of investment|
|A portfolio of moveable asset rental businesses and/or renewable energy infrastructure businesses alongside experienced, reputable entrepreneurs across South Africa|
|Underlying investments leverage off the significant experience gained by Westbrooke’s investment team through the long-standing and successful Westbrooke Aria strategy|
|A targeted blend of a variable annual yield and capital growth from the underlying investee companies|
|A defined exit after 5 years due to the inherently liquid nature of Westbrooke Aria Plus’ underlying moveable asset and/or renewable infrastructure businesses.|
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