Aluma Fixed Return Portfolio
Start investing with a 12.6% annual return with 100% capital protection on your initial investment, either growing your capital or earning monthly dividends.
Reasons to Invest in the Fixed Return Portfolio
This product is suitable for individuals as well as institutional investors who have a low to medium risk tolerance that requires a high level of fixed income from their capital investment, paired with low risk provided by one of South Africa’s largest banks.
100% Capital Protection
Clients receive 100% capital protection, protecting their initial investment in the event of market fluctuations or economic uncertainties. This provides clients with security and risk minimisation.
12.6% Performance Rate
With a Performance Rate of 12.6% per annum, the investment opportunities offered to clients have the potential to deliver substantial returns. This provides clients with opportunities for significant growth on their investments.
Income or Growth
Clients are provided with the flexibility to choose between an income option and a growth option on their invested capital. Providing clients with the choice to align their investment strategy to their needs and objectives.