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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

All you need to know about Private Equity II Income

A income product that is meticulously crafted to offer investors unparalleled access to private equity investments targeting income-oriented enterprises.

Risk Profile

Medium – High

Performance Rate

13.2%

Term

5 Years

Investment Focus

Established companies in growth / expansion phase, including select later-stage businesses; proven performance and strong earnings potential.

Fund Age

Year of inception 2022

Fund Entry

Minimum R100 000

Performance Graph

Asset Class Exposure

All About Private Equity II Income

13.2% PERFORMANCE RATE

The portfolio is managed against a 13.2% per annum performance hurdle over each 5-year investment cycle. This represents the minimum target return of the fund, with any return above the hurdle rate only determined at investment maturity. The first meaningful ROI will only be available at the end of the initial 5-year term, after which NAV will be measured quarterly.

INCOME ON CAPITAL

The Private Equity Income option allows investors to receive regular income generated from their investment while maintaining exposure to the underlying private market portfolio. This option is suited to investors seeking a steady income stream together with long-term participation in the performance of the fund.

DURATION OF INVESTMENT

The investment has a 5-year term. At maturity, investors may choose to renew for a further 5-year period at the prevailing terms at that time.

RISK PROFILE

Investors are responsible for assessing the suitability of this Private Equity investment and their exposure appetite and are encouraged to consult an Aluma financial adviser for assistance.

TAX

Income distributions in respect of this investment are subject to dividend withholding tax. The ultimate tax treatment may, however, vary according to each investor’s individual circumstances and investors are therefore encouraged to obtain independent tax advice where appropriate.

ALLOCATION AND FEES

100% of the investor’s capital is allocated to the fund. All returns reflected are shown net of applicable fees and costs. A full breakdown of fees and charges is contained in the Terms and Conditions and is included in the client forecast document.

Terms and Conditions apply. Investors are encouraged to seek advice from a qualified Aluma adviser. Portfolio holdings may change from time to time at the discretion of the portfolio management team, in line with the fund’s investment mandate.

Today’s Vision, Tomorrow’s Wealth

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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 to 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.

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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

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PLEASE NOTE: Minimum investment of R100,000 required.

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Gross Projected Monthly Dividend

per month (before tax)

per year (before tax)
Nett Projected Monthly Dividend

per month (after tax)

per year (after 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
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PLEASE NOTE Minimum investment of R100,000 required.

Start investing digitally in under 10 minutes

Invest in your future digitally with ease. With Aluma Capital Digital Investments, clients can complete their investment journey online in under 10 minutes, guided every step of the way through a seamless, secure, and intuitive process with no need to speak to a financial advisor.

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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
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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

A monthly income option offering an annual Performance Rate* of 13.2% 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.