sa’s largest S12J fund manager

introduction

Section 12J is an investment tax incentive designed to encourage 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.

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 2020 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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The Westbrooke Stac strategy invests into a portfolio of income-generating student accommodation properties in partnership with established and reputable student accommodation operators that have proven track records in the industry.
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The Westbrooke Aria Plus strategy invests alongside experienced operators in a portfolio of moveable asset rental businesses which generate predictable revenue streams (but where these streams are not necessarily contractual) and might take underlying asset equity positions. This strategy targets higher returns compared to Westbrooke Aria.
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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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The international companies advised by WAAM are not regulated by the Financial Sector Conduct Authority, and are not available to South African Investors.

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