investor toolbox

Funds

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
Income
Portfolio
Balanced
Portfolio
Growth
Portfolio
aria / Alternative Rental Income Assets Movable
asset
rentals
15% p.a. 9%2 Nil 40% 34% 20%
read more
stac / Student Accommodation Student
Accommodation
> 17% p.a. 10%2 Nil 20% 33% 40%
read more
aria plus / Alternative Rental Income Assets Plus Movable asset
rentals and
renewable energy
infrastructure
> 18% p.a.   9%2 Nil 40% 33% 40%
read more

1 Net of fees and exit tax. Targeted returns assume a natural person paying tax at the maximum marginal tax rate of 45%
2 Based on net capital invested (i.e. after the 45% upfront tax benefit) and before dividend withholding tax
3 Dividends to be declared at discretion of directors
4 No performance incentive applicable unless gross investor capital is returned on a cumulative basis

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.