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

Private Equity
made simple.

Start investing to earn from a
13.2% performance rate*.
Choose to grow your capital or
earn monthly dividends, all while
paying zero fees.

Private Equity
made simple

Start investing to earn from a 13.2% performance rate*.
Choose to grow your capital or earn monthly dividends, all while paying zero fees.

What is Private Equity all about?

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

Risk Profile

Medium – High

Performance Rate

13.2%

Term

5 years

Investment Focus

Financial Sector, Agricultural and Housing

Capital raised to date

Growth: R133,462,669.00
Income: R108,356,064.00
Flexi-Accesss: R28,764,036.00

Fees

50% limited partner participation above the performance rate of 13.2%

Private Equity Performance Graph

Private Equity Asset Allocation

What are the Aluma Capital benefits?
  • Aluma Capital engages in specialised financing within various asset classes through its private equity funds.

  • To date, private equity has been restricted to high-net-worth individuals and large international institutions.

  • Our role is to provide above-average return to our investors, through investments in high growth or unique industry opportunities.

  • We concentrate our investments in businesses that have a higher probability of superior performance or operate in niche markets / industries. The underlying investment spread covers multiple sectors and currencies to ensure optimal returns while managing risk.

  • The Aluma team carefully selects investments according to their strategy, assets and geography. Our aim is to deliver returns well in excess of our performance rate.

  • Private equity returns are often uncorrelated with market performance and independent of systematic market volatility.

Private Equity product breakdown

Risk Profile

Medium – High

Performance Rate

13.2%

Term

5 years

Investment Focus

Financial Sector, Agricultural and Housing

Capital raised to date

Growth: R133,462,669.00
Income: R108,356,064.00
Flexi-Accesss: R28,764,036.00

Fees

50% limited partner participation above the performance rate of 13.2%

Private Equity Performance Graph

Private Equity Asset Allocation

What are the Aluma Capital benefits?
  • Aluma Capital engages in specialised financing within various asset classes through its private equity funds.

  • To date, private equity has been restricted to high-net-worth individuals and large international institutions.

  • Our role is to provide above-average return to our investors, through investments in high growth or unique industry opportunities.

  • We concentrate our investments in businesses that have a higher probability of superior performance or operate in niche markets / industries. The underlying investment spread covers multiple sectors and currencies to ensure optimal returns while managing risk.

  • The Aluma team carefully selects investments according to their strategy, assets and geography. Our aim is to deliver returns well in excess of our performance rate.

  • Private equity returns are often uncorrelated with market performance and independent of systematic market volatility.

Today’s Vision, Tomorrow’s Wealth

Private Equity: Growth

Invest with an annual 13.2% Performance Rate* and zero fees, providing exclusive access to investments in growth-oriented enterprises.

Private Equity: Income

Invest with a monthly income option offering a 13.2% Performance Rate* annually and zero fees, providing exclusive access to investments focused on generating income.

Private Equity: Flexi Access

A short-term private equity investment option offering a flexible payout schedule alongside an 11% Performance Rate*, making it an attractive choice for investors.

*Terms and Conditions apply

What are the Benefits of Private Equity: Growth?

13.2% Performance Rate

Clients are presented with an attractive Performance Rate* of 13.2%. Aluma Capital ensures that the investment opportunities offered to clients have the potential deliver substantial returns. This competitive rate highlights Aluma’s aim to provide clients with opportunities for significant investment growth.

Growth or Income on Capital

Private Equity focuses on capital appreciation, aiming to maximize the long-term growth potential of the investment, or receive a monthly income. This choice enables clients to align their investment strategy with their specific financial goals and preferences, catering to their individual needs and objectives.

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.

Private Equity Calculator

Calculate your potential returns on your capital. Investments start from R100 000.
Private Equity Calculator Mobile

Section

R
PLEASE NOTE: Minimum investment of R100,000 required.
What term do you require
What are you interested in?

Section

Private Equity: Growth Calcualtor Banner

Invest with an annual 13.2% Performance Rate* and zero fees, providing exclusive access to investments in growth-oriented enterprises.
*Terms and Conditions apply

Private Equity: Income Calcualtor Banner

Invest with a monthly income option offering a 13.2% Performance Rate* annually and zero fees, providing exclusive access to investments focused on generating income.
*Terms and Conditions apply

  • An investment with returns paid monthly and set at a Performance Rate of 13.2% per annum.
  • An Annual Bonus of 1% is available for investment amount of R1,000,000 and above.
  • Subject to 20% Dividend Withholding Tax.
  • Investment term of 5 years.
Private Equity: Flexi Access Growth Calcualtor Banner

A short-term private equity investment option offering a flexible payout schedule alongside an 11% Performance Rate*, making it an attractive choice for investors.
*Terms and Conditions apply


Capital Growth calculated at 11% per annum

Private Equity: Flexi Access Income Calculator Banner

A short-term private equity investment option offering a flexible payout schedule alongside an 11% Performance Rate*, making it an attractive choice for investors.
*Terms and Conditions apply

  • % Return p.a: 11%
  • Tax: 20% Dividend Withholding Tax
  • Term: 12 months

Growth Scenario 1

Performance Rate of 13,2%

If returns are on or below the Performance Rate the fund manager is not entitled to any performance fees. 100% of the profits are paid to the investor.

NOTE: Below figures are for illustrative purposes only and calculated at Gross (before tax).



Projected Return @ 13.2% p.a.
Gross Projected Monthly Dividend

per month (before tax)

per month (before tax)

per year (before tax)
Nett Projected Monthly Dividend

per month (after tax)

per month (after tax)

per year (before tax)



Projected Return (11% p.a.)

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.

Private Equity Calculator Desktop

Section

R
PLEASE NOTE: Minimum investment of R100,000 required.
What term do you require
What are you interested in?

Section

Private Equity: Growth Calcualtor Banner

Invest with an annual 13.2% Performance Rate* and zero fees, providing exclusive access to investments in growth-oriented enterprises.
*Terms and Conditions apply

Private Equity: Income Calcualtor Banner

Invest with a monthly income option offering a 13.2% Performance Rate* annually and zero fees, providing exclusive access to investments focused on generating income.
*Terms and Conditions apply

  • An investment with returns paid monthly and set at a Performance Rate of 13.2% per annum.
  • An Annual Bonus of 1% is available for investment amount of R1,000,000 and above.
  • Subject to 20% Dividend Withholding Tax.
  • Investment term of 5 years.
Private Equity: Flexi Access Growth Calcualtor Banner

A short-term private equity investment option offering a flexible payout schedule alongside an 11% Performance Rate*, making it an attractive choice for investors.
*Terms and Conditions apply


Capital Growth calculated at 11% per annum

Private Equity: Flexi Access Income Calculator Banner

A short-term private equity investment option offering a flexible payout schedule alongside an 11% Performance Rate*, making it an attractive choice for investors.
*Terms and Conditions apply

  • % Return p.a: 11%
  • Tax: 20% Dividend Withholding Tax
  • Term: 12 months

Performance Rate of 13,2%

NOTE: Below figures are for illustrative purposes only and calculated at Gross (before tax).



Projected Return @ 13.2% p.a.
Gross Projected Monthly Dividend
Nett Projected Monthly Dividend

per month (before tax)

per month (after tax)

per month (before tax)

per month (after tax)

per year (before tax)

per year (before tax)



Projected Return (11% p.a.)

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.

Start investing
digitally in under
10 minutes

Digital Investing
utilises Automated
advice asset
management, often
referred to as “robo-
advisory“, a financial
service that uses
technology and
algorithms to provide
investment advice and
manage portfolios.
This approach aims to offer cost-effective, automated, and algorithm-driven solutions for individuals and investors looking to optimize their investment strategies.

Start investing digitally in under 10 minutes

Why use Digital Investing?

Digital Investing utilises Automated advice asset management, often referred to as “robo-advisory“, a financial service that uses technology and algorithms to provide investment advice and manage portfolios. This approach aims to offer cost-effective, automated, and algorithm-driven solutions for individuals and investors looking to optimize their investment strategies.

Why Invest in Private Equity?

Superior Investment Opportunities

Aluma not only creates the opportunity to invest in the South African Private Equity sector which already has more than R158 billion under management, but also includes international investment opportunities not readily accessible in the marketplace. This provides investors with a unique avenue to diversify their portfolio.

Market-Leading Returns

Ultimately, Aluma aims to provide investors with an investment opportunity that yields superior returns through a portfolio of counterparties that present an optimal blend of return, security, and risk mitigation for investors.

Higher Growth Options

Should the 13.2% hurdle rate be exceeded, the investor is entitled to participate in 50% of the growth.

Speak to an Advisor

We know your time is precious, so let’s save it. Fill in the form below and one of our advisors will contact you.

Private Equity Quick Contact
Minimum Invstment of R100,000
Is the Capital available?
What is your preferred language

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.

Private Equity

Start investing to earn from a 13.2% performance rate*. Choose to grow your capital or earn monthly dividends, all while paying zero fees.
* The performance rate is the minimum rate of return that an investment must generate in order to be considered successful.
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