
Aluma Multi-Asset Global Note
Get Global Exposure to your Capital.
Bespoke Multi-Asset allocation with 100% Capital Protection at maturity.
Aluma Multi-Asset Global Note
Get Global Exposure to your Capital.
Bespoke Multi-Asset allocation with 100% Capital Protection at maturity.
Aluma Multi-Asset Global Note
The Aluma Multi-Asset Global Note (“Note”) is a five-year 100% capital protected investment link to a weighted multi-asset fund basket. The investment objective of the Note is to provide uncapped participation with no minimum ZAR return. It is Aluma’s view that this investment could be suitable for investors who require exposure to a medium-risk, multi-asset balanced allocation with 100% ZAR capital protection at maturity.
Aluma Multi-Asset Global Note
The Aluma Multi-Asset Global Note (“Note”) is a five-year 100% capital protected investment link to a weighted multi-asset fund basket. The investment objective of the Note is to provide uncapped participation with no minimum ZAR return. It is Aluma’s view that this investment could be suitable for investors who require exposure to a medium-risk, multi-asset balanced allocation with 100% ZAR capital on maturity.
Fund Basket Description and Weighting
Global Equity (35%)
EU Government (15%)
US Government (15%)
Global High Yield (10%)
Global Long Term Growth (10%)
Commodities (15%)
Projected Return Examples
Scenario 1: Rand Stays Flat
Scenario 2: Rand Depreciation Scenario
The Multi-Asset Global Note Calculator
PLEASE NOTE: The calculations below hypothetically illustrate how the investment would work. These are for illustrative purposes only and are based on the assumption that no early withdrawals are made from your investment.

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