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Aluma Capital (Pty) Ltd is a registered Financial Services Provider (FSP 46449) in terms of The Financial Advisory and Intermediary Services Act (37 of 2002)

Invest for
Growth

Achieve an annual 13.2% Performance Rate* with zero fees, gaining exclusive access to investments in growth-focused enterprises.
Calculate your Returns
Call Me Back

Invest for
Growth

Achieve an annual 13.2%
Performance Rate* with zero fees,
gaining exclusive access to
investments in growth-focused
enterprises.
Calculate your Returns
Call Me Back

All you need to know about Private Equity I Growth 

A growth product that is meticulously crafted to offer investors unparalleled access to private equity investments targeting growth-oriented enterprises.

Risk Profile

Medium – High

Performance Rate

13.2%

Term

5 Years

Investment Focus

Companies in growth / expansion phase. Late stage start-up’s (when potential is established)

Fund Age

Year of inception 2021

Fund Entry

Minimum R100 000

Performance Graph

Asset Class Exposure

All About Private Equity I Growth

13.2% PERFORMANCE RATE

The portfolio is managed against a 13.2% per annum performance hurdle over each 5-year investment cycle. This represents the minimum target return of the fund, with any return above the hurdle rate only determined at investment maturity. The first meaningful ROI will only be available at the end of the initial 5-year term, after which NAV will be measured quarterly.

GROWTH ON CAPITAL

The Private Equity Growth option focuses on capital appreciation, with the aim of growing investor capital over the long term. This option is suited to investors who wish to prioritise long-term value creation and align their investment with their broader financial goals.

DURATION OF INVESTMENT

The investment has a 5-year term. At maturity, investors may choose to renew for a further 5-year period at the prevailing terms at that time.

RISK PROFILE

Investors are responsible for assessing the suitability of this Private Equity investment and their exposure appetite and are encouraged to consult an Aluma financial adviser for assistance.

TAX

Capital Gains Tax generally applies to this investment. The ultimate tax treatment may, however, vary according to each investor’s individual circumstances and investors are therefore encouraged to obtain independent tax advice where appropriate

ALLOCATION AND FEES

100% of the investor’s capital is allocated to the fund. All returns reflected are shown net of applicable fees and costs. A full breakdown of fees and charges is contained in the Terms and Conditions and is included in
the client forecast document.

Terms and Conditions apply. Investors are encouraged to seek advice from a qualified Aluma adviser. Portfolio holdings may change from time to time at the discretion of the portfolio management team, in line with the fund’s investment mandate.

Today’s Vision, Tomorrow’s Wealth

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What are the Benefits of Private Equity: Growth?

13.2% Performance Rate

Clients are presented with an attractive Performance Rate* of 13.2%. Aluma Capital ensures that the investment opportunities offered to clients have the potential to deliver substantial returns. This competitive rate highlights Aluma’s aim to provide clients with opportunities for significant investment growth.

Growth on Capital

The Private Equity: Growth option focuses on capital appreciation, aiming to maximize the long-term growth potential of the investment. This choice enables clients to align their investment strategy with their specific financial goals and preferences, catering to their individual needs and objectives.

Invest Digitally

In the AI era where you can do most things online, why shouldn’t you be able to invest online?
* The performance rate is the minimum rate of return that an investment must generate in order to be considered successful.
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Private Equity: Growth Calculator

Calculate your potential returns on your capital. Investments start from R100,000.
Private Equity: Growth Calculator Mobile
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PLEASE NOTE: Minimum investment of R100,000 required.

Private Equity: Growth Calculator

Calculate your potential returns on your capital. Investments start from R100,000.
Private Equity: Growth Calculator Desktop
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PLEASE NOTE: Minimum investment of R100,000 required.

Start investing digitally in under 10 minutes

Invest in your future digitally with ease. With Aluma Capital Digital Investments, clients can complete their investment journey online in under 10 minutes, guided every step of the way through a seamless, secure, and intuitive process with no need to speak to a financial advisor.

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Why Invest in Private Equity?

Superior Investment Opportunities

Aluma not only creates the opportunity to invest in the South African Private Equity sector which already has more than R158 billion under management, but also includes international investment opportunities not readily accessible in the marketplace. This provides investors with a unique avenue to diversify their portfolio.

Market-Leading Returns

Ultimately, Aluma aims to provide investors with an investment opportunity that yields superior returns through a portfolio of counterparties that present an optimal blend of return, security, and risk mitigation for investors.

Higher Growth Options

Should the 13.2% hurdle rate be exceeded, the investor is entitled to participate in 50% of the growth.

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Private Equity: Growth Quick Contact
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* All investments carry an inherent level of risk, and any income generated from them may fluctuate. Past performance is not a reliable indicator of future results. Independent financial advice is recommended to ensure this investment is suited to your investment needs and meets your level of risk.

Private Equity:
Growth

Invest with an annual Performance Rate* of 13.2% and zero fees, providing exclusive access to investments in growth-oriented enterprises.
* The performance rate is the minimum rate of return that an investment must generate in order to be considered successful.