sa’s largest S12J fund manager
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.
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.
meet our fund managers
27 february 2019
Last day to invest