Overview

Westbrooke Aria is a fully tax-deductible investment which provides growth capital to a portfolio of

low-risk, asset-backed rental businesses with contractual revenue streams. Today, Westbrooke Aria is the largest S12J strategy in South Africa, with over R1.5 billion under management across over 50 underlying businesses. Westbrooke Aria aims to provide investors with a return of c.12% – 15% per annum (after fees and investor exit taxes).

 With the June 2021 Section 12J sunset clause fast approaching, Westbrooke Aria is now available through two share classes:

  • Fully paid share (B Share): investors are required to pay 100% of their subscription amount prior to the 30 June 2021 sunset date. No up-front fees are applicable and investors enjoy full economic entitlements on their investment from 1 July 2021; or
  • February 2022 payment share (D Share): investors are required to invest 5% of their total subscription amount prior to 30 June 2021 (plus a 1.5% structuring fee), with the remaining 95% payable on or before 28 February 2022. This share class will benefit from the Section 12J deduction on 30 June 2021, but will only begin to receive economic entitlements when fully paid on 28 February 2022.

 

invest before the end of June 2021 to reduce your taxable income for the February 2022 tax year end

Key investment
highlights

100% tax deductible
Investment into a diverse portfolio of asset-backed companies which generate predictable revenue streams
Partnership with experienced and reputable operators to ensure alignment of risk and reward
Targeting a c.7% – 8% 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” investment strategy

investment insights

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.

Contact us

For more information on Westbrooke Aria, please provide your details









To find out more about the companies we invest in through this strategy, visit www.ariagrowthpartners.co.za

Start typing and press Enter to search

 

Please read the following terms and conditions (‘Terms of Use’) before accessing this section of the Westbrooke Alternative Asset Management Pty Ltd (WAAM) website. Your access to and use of the website is subject to these Terms of Use and all applicable laws and regulations. Accessing and using the website, you accept, without qualification, these Terms of Use. If you do not approve and accept these Terms of Use without qualification, you should exit the website immediately.

The international companies advised by WAAM are not regulated by the Financial Sector Conduct Authority, and are not available to South African Investors.

An offer regarding an investment in the local and international companies advised by WAAM may be made only after you have received a Private Offering Memorandum or Prospectus and had the opportunity to discuss all matters concerning any prospective investment that you desire. The website does not provide all information material to an investor’s decision to invest including, but not limited to, risk factors.

The information on the website is not intended as, and does not constitute, investment, legal or tax advice or an offer to sell any securities to any person or a solicitation of any person or any offer to purchase any securities. The information in the website should not be construed as any endorsement, recommendation or sponsorship of any company, fund or security by WAAM. You agree that WAAM is not liable for any action you take or decision you make in reliance on any information on the website.

You acknowledge that any requests for information are unsolicited and any information provided shall neither constitute nor be construed as investment advice by WAAM to you.

Please agree that you have read and understand the above Terms of Use.