investment offering overview
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Investment Strategy |
Targeted investment returns1 |
Targered consistent dividend |
Targeted dividend yield p.a. |
Targeted capital growth |
Investment term 5 – 6 years |
Upfront fees |
Annual fees 2% |
Performance incentive 20% above CPI/JIBAR hurdle on net investment4 |
Westbrooke S12J diversified portfolios |
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Income Portfolio |
Balanced Portfolio |
Growth Portfolio |
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aria / Alternative Rental Income Assets | Movable asset rentals |
15% p.a. | ![]() |
9%2 | ![]() |
Nil | ![]() |
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40% | 34% | 20% | |
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stac / Student Accommodation | Student Accommodation |
> 17% p.a. | ![]() |
10%2 | ![]() |
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Nil | ![]() |
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20% | 33% | 40% |
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aria plus / Alternative Rental Income Assets Plus | Movable asset rentals and renewable energy infrastructure |
> 18% p.a. | ![]() |
9%2 | ![]() |
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Nil | ![]() |
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40% | 33% | 40% |
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