Numeral Fixed Income Fund

Enjoy returns of up to 9,44% per year, paired with capital protection of up to 100% on your investment.

Fixed Income Fund

Whether you’re simply looking for parking space for your capital with a good monthly income return, or your investment goals are long-term, Aluma’s Fixed Income Fund can meet your investment goals along with the level of risk you are comfortable with. Tailor the amount of capital protection you require, up to 100%, and generate fixed interest or dividend payments until the maturity date of your investment. T&C’s apply

Fixed Income Scenarios

The scenario figures are based on an investment of R1 million.

100% Bank Capital Protection

Client Monthly Income (7,80% p.a.)

R6,499.24

75% Bank Capital Protection
25% Aluma Capital Protection

Client Monthly Income (8,62% p.a.)

R7,182.77

50% Bank Capital Protection
50% Aluma Capital Protection

Client Monthly Income (9,44% p.a.)

R7,865.90

Start your investment journey

For more information, kindly tell us a little bit about yourself and one of our trusted financial advisors will contact you, and send a full fact sheet on this investment.

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