sa’s largest S12J fund manager

Overview

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

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 33% 20%
read more
stac / Student Accommodation Student
Accommodation
> 17% p.a. 10%2 Nil 33% 20% 20%
read more
host / Hospitality Strategy Hospitality
assets
> 17% p.a. Cash flow
reinvested3
Nil 30% 40%
read more
base / Business where Assets Support Earnings Asset-backed
operating
business with
predictable
earnings
> 20% p.a.   9%2 Nil 33% 30% 40%
read more

Swipe left or right to view entire table.

Timeline

november 2018
Offers open

december 2018

january 2019

23 february 2019
Last day to invest

Contact Us

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