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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)

Earn Income

with fixed returns

Benefit from 60% capital protection* on your initial investment while receiving a monthly income at a 11.8% Rate of Return.
Calculate your Returns
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Earn Income

with fixed returns

Benefit from 60% capital
protection* on your initial
investment while receiving a
monthly income at a
11.8% Rate of Return.
Calculate your Returns
Call Me Back

All you need to know about Private Equity III Flexi Access Growth 

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

Risk Profile

Medium

Performance Rate

11.8%

Term

2 Years

Investment Focus

Established companies in growth / expansion phase, including select later-stage businesses; proven performance and strong earnings potential.

Fund Age

Year of inception 2023

Fund Entry

Minimum R100 000

Performance Graph

Asset Class Exposure

Today’s Vision, Tomorrow’s Wealth

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What are the Benefits of Fixed Return Income Portfolio?

Capital Protection

Clients receive 60% capital protection at maturity, protecting their investment in the event of market fluctuations or economic uncertainties.

11.8% Rate of Return

With a Rate of Return of 11.8%* per annum, investors have the opportunity to realise above average, pre-set returns on their investment.

Income on Initial Capital

The fixed income option allows investors to receive monthly payments generated from their investments, which can be particularly beneficial for those seeking a steady stream of earnings.

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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Fixed Return Income Portfolio Calculator

Calculate your potential returns on your capital. Investments start from R100,000.
Fixed Return Income Portfolio Calculator Mobile

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R
PLEASE NOTE: Minimum investment of R100,000 required.
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Gross Projected Monthly Dividend

per month (before tax)

per year (before tax)

per month (after tax)

per year (before tax)

per month (before tax)

per year (before tax)
Nett Projected Monthly Dividend

per month (after tax)

 

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.

By clicking 'Submit' you agree to the Terms and Conditions as laid out by Aluma Capital.

Fixed Return Income Portfolio Calculator

Calculate your potential returns on your capital. Investments start from R100,000.
Fixed Return Income Portfolio Calculator Desktop
R
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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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 Income Portfolio Quick Contact
Minimum Invstment of R100,000
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By clicking 'Submit' you agree to the Terms and Conditions as laid out by Aluma Capital.

* 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
Income Portfolio

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

* Please note that the use of words or phrases such as (or similar to) “capital protected” in the name of any relevant security or anywhere in the relevant documentation or marketing material refers only to the obligation of the portfolio manager to repay any initial principal amount at maturity.

The relevant security is not guaranteed by any party.

Capital Protection is only applicable if the product is held until maturity, i.e. for the full term.