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

key highlights

Learn more about s12j

Learn more about Westbrooke, Section 12J and our Feb 2020 investment strategies by following the relevant links below:

 

I am a

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.
Read more

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.
Read more

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.
Read more

meet our fund managers

Timeline

november 2018
Offers open

december 2018

january 2019

27 february 2019
Last day to invest

Contact Us

We're not around right now. But you can send us an email and we'll get back to you, asap.

Not readable? Change text. captcha txt

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.