Westbrooke Aria (‘Alternative Rental Income Assets’) is a fully tax-deductible investment which provides growth capital to a portfolio of low-risk, asset-backed rental businesses, with contractual revenue streams. Westbrooke Aria aims to provide investors with a return of c. 15% per annum (after fees and investor exit tax). Westbrooke’s longest running Section 12J strategy, Westbrooke Aria is the largest S12J strategy in South Africa with over R550 million deployed in over 25 underlying businesses, with a promising pipeline of opportunities. To date, investor returns have been in line with targets.
|100% tax deductible in the year of investment|
|A portfolio of asset-backed companies which generate predictable or contractual revenue streams, with a diverse exposure to corporate/business clients|
|Partner with experienced and reputable operators to ensure alignment of risk and reward|
|Target a c. 10% dividend yield on net investment (gross investment less the tax deduction) which is payable semi-annually|
|A defined exit after 5 years as Westbrooke Aria is a ‘self-liquidating’ or ‘liquid’ investment strategy|
As an investor, we understand that it is often difficult to visit your underlying investments, so we have brought a few of them to you with this short investment insights video. This video gives you the opportunity to hear directly from our partners and provides insights into the type of businesses you have invested in as well as their impact on the SA economy and job creation.
fund update – july 2020
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