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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)

Grow capital, while being
flexible

Private Equity: Flexi Access
offers a flexible payout
schedule, and an
11% Performance Rate*
Calculate your Returns
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All you need to know about Private Equity III Flexi Access Growth 

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

Risk Profile

Medium – High

Performance Rate

11%

Term

1 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 2023

Fund Entry

Minimum R100 000

Performance Graph

Asset Class Exposure

All About Private Equity III Flexi Access Growth

11% RATE OF RETURN

Private Equity Fund III offers investors a choice of pre-set returns depending on the investment term selected. These return options provide investors with the ability to choose an investment profile that aligns with their planning horizon and return objectives.

CAPITAL PROTECTION

Selected medium and longer-term investment options provide capital protection of up to a stated percentage at maturity, depending on the term selected. Capital protection does not apply to the entire investment in all cases and is only available on qualifying options held to full term.

GROWTH / MONTHLY INCOME ON YOUR CAPITAL

Private Equity Fund III is a hybrid fund that combines features of private equity and private credit, with a return profile structured to support either capital growth or monthly income. This gives investors flexibility to align their investment choice with their income needs and longer-term financial goals.

DURATION OF INVESTMENT

The investment term is 1 year. At maturity, investors may choose to renew for a further term 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

Depending on the investment option selected, capital gains tax, income tax, dividend withholding tax and/or other applicable taxes may apply. 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.