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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)
Global Calculator

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PLEASE NOTE: Minimum investment of R100,000 required and R250,000 minimum required for Offshore Investments.
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Section

Private Equity: Growth Calcualtor Banner

Invest with an annual 13.2% Performance Rate* and zero fees, providing exclusive access to investments in growth-oriented enterprises.
*Terms and Conditions apply

Performance Rate of 13,2%

If returns are on or below the Performance Rate the fund manager is not entitled to any performance fees. 100% of the profits are paid to the investor.

NOTE: Below figures are for illustrative purposes only and calculated at Gross (before tax).

Fixed Return Growth Portfolio Calcualtor Banner

An investment option provides 100% capital protection* on your initial investment, while also delivering growth with a 12.6% Rate of Return.
*Terms and Conditions apply

Capital Growth calculated at 12.6% p.a.
with 100% Capital Protection

Private Equity: Income Calcualtor Banner

Invest with a monthly income option offering a 13.2% Performance Rate* annually and zero fees, providing exclusive access to investments focused on generating income.
*Terms and Conditions apply

  • An investment with returns paid monthly and set at a Performance Rate of 13.2% per annum.
  • An Annual Bonus of 1% is available for investment amount of R1,000,000 and above.
  • Subject to 20% Dividend Withholding Tax.
  • Investment term of 5 years.
Fixed Return Income Portfolio Calcualtor Banner

An investment option ensures 100% capital protection* on your initial investment, while also providing a monthly income with a 12.6% Rate of Return.
*Terms and Conditions apply

  • An investment with returns paid monthly and set at a 12.6% Rate of Return per annum.
  • An Annual Bonus of 1% is available for investment amount of R1,000,000 and above.
  • Subject to 20% Dividend Withholding Tax.
  • Investment term of 5 years.

Fixed Income Projection with 100% Capital Protection

Private Equity: Flexi Access Growth Calcualtor Banner

A short-term private equity investment option offering a flexible payout schedule alongside an 11% Performance Rate*, making it an attractive choice for investors.
*Terms and Conditions apply

Capital Growth calculated at 11% per annum

Private Equity: Flexi Access Growth Calcualtor Banner

A short-term private equity investment option offering a flexible payout schedule alongside an 11% Performance Rate*, making it an attractive choice for investors.
*Terms and Conditions apply

  • % Return p.a: 11%
  • Tax: 20% Dividend Withholding Tax
  • Term: 12 months
USD Offshore Global Note Calcualtor Banner

An Offshore Investment option, offering 100% Capital Protection* and leveraged equity exposure to mitigate the impact of a slow-growth environment.
*Terms and Conditions apply

PLEASE NOTE: The calculations below hypothetically illustrate how the investment would work. These are for illustrative purposes only and are based on the assumption that no early withdrawals are made from your investment.

Projected Return @ 13.2% p.a.

Projected Return @ 12.6% p.a.

Projected Return (11% p.a.)

per month (before tax)

per month (after tax)

per year (before tax)

per year (before tax)

per month (before tax)

per month (after tax)

per year (before tax)

per year (before tax)

per year (before tax)

per year (before tax)

per month (before tax)

per month (after tax)

per month (before tax)

per year (before tax)

per month (after tax)

per year (before tax)

per month (before tax)

per month (before tax)

per year (before tax)

per year (before tax)

per month (after tax)

per month (after tax)

per year (before tax)

per year (before tax)

Scenario 1: Rand Stays Flat

(based on avg. return of 6.2% p.a.)

USD/ZAR = R18.00 when the investment is made and USD/ZAR = R18.00 on the Maturity Date.
Projected 35% Return at Maturity

Scenario 2: Rand Depreciation Scenario

(based on avg. return of 6.2% p.a.)

USD/ZAR = R18.00 when the investment is made and USD/ZAR = R21.00 on the Maturity Date.
Projected 40.83% Return at Maturity

Scenario 1: Rand Stays Flat

(based on avg. return of 6.2% p.a.)

USD/ZAR = R18.00 when the investment is made and USD/ZAR = R18.00 on the Maturity Date.
Projected 35% Return at Maturity

Scenario 2: Rand Depreciation Scenario

(based on avg. return of 6.2% p.a.)

USD/ZAR = R18.00 when the investment is made and USD/ZAR = R21.00 on the Maturity Date.
Projected 40.83% Return at Maturity

Learn More about Private Equity: Growth
Learn More about Private Equity: Income
Learn More about Private Equity: Flexi Access
Learn More about Private Equity: Flexi Access
Learn More about the Fixed Return Growth Portfolio
Learn More about the Fixed Return Income Portfolio
Learn More about the USD Offshore Global Note
For a more detailed forecast please submit your details below.

Disclaimer: This forecast is valid for a period of thirty (30) days only from the date of issuance. Please note that projections and returns are subject to change after this time frame. Signing this document does not mean that either you or Aluma have accepted this investment proposal, it is simply proof that you agree that the contents of the investment proposal was explained to you.

Please review the Terms and Conditions that will be included within your forecast.

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