– Aluma

Multi-Asset Global Note

A U.S Dollar investment with 100% capital protection from Nedbank, with potential returns of up to 250%.

*No foreign exchange approval required.

Aluma Multi-Asset Global Note

Aluma’s JSE listed global note offers 100% capital protection with an upside potential of 250% return on investment. This offshore investment is an ideal vehicle for longer-term investors seeking access to dollar exposure in relation to the valuation of the South African Rand.

100%

Capital Protection

250%

Participation in the Citi Grandmaster VT 5 Index

100%

USD / ZAR Positive Return Exposure

Examples of Projected Returns

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

Scenario 1

Rand Appreciation Scenario

Investment is made when USD / ZAR is at R14.00 to USD and on the Maturity Date the USD / ZAR Rate is R12.50 to the USD.

Initial Investment
R 1 000 000

Total Return %
136.25

Maturity Value
R 2 362 500

Scenario 2

Rand Remains Stable

Investment is made when USD / ZAR is at R14.00 to USD and on the Maturity Date the USD / ZAR Rate is R14.00 to the USD. (Rand stays flat for 5 years)

Initial Investment
R 1 000 000

Total Return %
136.25

Maturity Value
R 2 526 000

Scenario 3

Rand Depreciation Scenario

Investment is made when USD / ZAR is at R14.00 to USD and on the Maturity Date the USD / ZAR Rate is R21.50 to the USD

Initial Investment
R 1 000 000

Total Return %
234.35

Maturity Value
R 3 343 500

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.

Copyright © Aluma Capital (Pty) Ltd | All rights reserved