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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)

Earn Income

with fixed returns

Benefit from 60% capital protection* on your initial investment while receiving a monthly income at a 11.8% Rate of Return.
Calculate your Returns
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Private Equity III Flexi Access Income

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

Risk Profile

Medium

Performance Rate

11.8%

Term

2 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

Fixed Return Income Portfolio Benefits?

Capital Protection

Clients receive 60% capital protection at maturity, protecting their investment in the event of market fluctuations or economic uncertainties.

11.8% Rate of Return

With a Rate of Return of 11.8%* per annum, investors have the opportunity to realise above average, pre-set returns on their investment.

Income on Initial Capital

The fixed income option allows investors to receive monthly payments generated from their investments, which can be particularly beneficial for those seeking a steady stream of earnings.

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.

Fixed Return Income Portfolio Calculator

Calculate your potential returns on your capital. Investments start from R100,000.
Initial Investment Amount:
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Projected Growth Over 5 Years
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Enter your investment amount
and click Calculate to see your
5-year growth projection.

Initial Investment
Total Interest
Investment after 5 years:
Projected Return @ 13.2% p.a.

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.

Invest Digitally

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Fixed Return Income Portfolio Quick Contact
Minimum Invstment of R100,000
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* 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.

Fixed Return
Income Portfolio

This investment option ensures 100% capital protection* on your initial investment, while also providing a monthly income with a 12.6% Rate of Return.

* Please note that the use of words or phrases such as (or similar to) “capital protected” in the name of any relevant security or anywhere in the relevant documentation or marketing material refers only to the obligation of the portfolio manager to repay any initial principal amount at maturity.

The relevant security is not guaranteed by any party.

Capital Protection is only applicable if the product is held until maturity, i.e. for the full term.