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
|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|
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.
For more information on Westbrooke Aria, please provide your details