sa’s largest S12J fund manager

introduction

Section 12J is an investment tax incentive designed to create jobs and boost the local economy by encouraging investment into a range of private companies which meet defined criteria. The incentive gives taxpayers the ability to write off 100% of their investment against their taxable income in the year they invest (subject to maximum annual investment amounts of R2.5m for individuals / trusts and R5.0m for companies).

Investors benefit from up to 45%* immediate tax relief, reducing the cost of the investment, providing downside protection and enhancing overall returns.

*at the maximum marginal South African income tax rate

our 2021 investment strategies at a glance

The Westbrooke Aria strategy provides growth capital to a portfolio of low risk, asset-backed rental businesses, with contractual revenue streams in partnership with experienced and reputable operators to ensure alignment of risk and reward.
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Westbrooke Stac (“Student Accommodation”) Preferred is the next phase in the evolution of Westbrooke’s successful, c.R800 million Westbrooke Stac investment strategy. In the context of a challenging economic climate, Westbrooke Stac Preferred seeks to reduce risk and enhance alignment by investing in a preferred position in the student accommodation equity capital stack.

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meet our fund managers

Timeline

november 2018
Offers open

december 2018

january 2019

27 february 2019
Last day to invest

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