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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)

The Fixed Return Growth Portfolio

This investment option provides 100% capital protection* on your initial investment, while also delivering growth with a 12.6% Rate of Return.

Fixed Return Portfolio: Growth Quick Contact form

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Fixed Return Growth Portfolio

This investment option provides 100% capital protection* on your initial investment, while also delivering growth with a 12.6% Rate of Return.
We know  your time is precious, so let’s save it. Fill in the form below and one of our advisors will contact you.

Fixed Return Portfolio: Growth Quick Contact form

"*" indicates required fields

Name*
Name*
Is the capital available?*
Consent*
* 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.

Fixed Return Growth Portfolio

The Aluma Capital Fixed Return Growth Portfolio offers 100% capital protection on your initial capital investment amount, while offering growth on your investment.

In partnership with a leading South African bank, we invest in fixed-growth securities. This allows us to produce sustainable growth until maturity.

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 growth from their capital investment paired with low risk.

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Risk Profile

Performance Rate
12.6%

Term
5 years

Fund Manager
Aluma Capital (Pty) Ltd (FSP 46449)

Investment Focus
Generate predictable returns over a 60 month investment period

Investment Portfolio
Income Portfolio

Fees
R0.00

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Aluma Fixed Return Growth Portfolio Calculator

Calculate your potential returns on your capital. Investments start from R100,000.

Benefits of the Fixed Return Growth Portfolio

100% Capital Protection

Clients receive a 100% capital protection from a leading South African bank, 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.

Growth on your Capital

The Fixed Growth option focuses on capital appreciation, aiming to maximize the long-term growth potential of the investment. Providing clients the choice to align their investment strategy to their needs and objectives.

* The performance rate is the minimum rate of return that an investment must generate in order to be considered successful.

Reasons to Invest in the Fixed 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 a 100% capital protection from a leading South African Bank, 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.
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