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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)

Invest while
earning 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.
Calculate your Returns
Call Me Back

Invest while
earning 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.
Calculate your Returns
Call Me Back

What is Private Equity: Income all about?

A private equity income product aims to generate regular income for investors by investing in private equity investments that focus on income-generating companies.
Private Equity: Income product breakdown

Risk Profile

Medium – High

Performance Rate

13.2%

Term

5 years

Investment Focus

Financial Sector, Agricultural and Housing

Capital raised to date

R108,356,064.00

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: Income product breakdown

Risk Profile

Medium – High

Performance Rate

13.2%

Term

5 years

Investment Focus

Financial Sector, Agricultural and Housing

Capital raised to date

R108,356,064.00

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

Calculate your Returns
Calculate your Returns

What are the Benefits of Private Equity: Income?

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.

Income on Capital

The Private Equity: Income product allows clients to receive monthly income payments generated from their investment, which can be particularly beneficial for those seeking a steady stream of earnings. This enables clients to align their investment with their specific preferences, catering to their individual needs and objectives.

1% Annual Bonus

Clients can enjoy the benefit of a 1% annual bonus on their capital investment over R1 Million on the income option. This means that if a client invests an amount greater than R1 Million, they will receive an additional 1% of their investment as a bonus each year. 100% Capital Allocation, no Fees or Commission.

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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Private Equity: Income Calculator

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

Section

R
PLEASE NOTE: Minimum investment of R100,000 required.

Section

Gross Projected Monthly Dividend

per month (before tax)

per year (before tax)
Nett Projected Monthly Dividend

per month (after tax)

per year (before 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.

Private Equity: Income Calculator

Calculate your potential returns on your capital. Investments start from R100 000.
Private Equity: Income Calculator Desktop

Section

R
PLEASE NOTE Minimum investment of R100,000 required.

Section

Gross Projected Monthly Dividend
Nett Projected Monthly Dividend

per month (before tax)

per month (after tax)

per year (before tax)

per year (before 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.

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.

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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: Income Quick Contact
R
Minimum amount 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:
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.
* The performance rate is the minimum rate of return that an investment must generate in order to be considered successful.
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