own your FUTURE

Aurora Absolute TI Fund Class B4 (Untaxed)

More about the returns

The fund aims to achieve a targeted return of 13.91% per year, net of fees, based on the strategic asset allocation shown below:

More about the instruments

  • Cash: Conventional money market and or call account instruments.
  • Short-term finance instruments: These instruments are derived from invoice discounting and or invoice factoring practices.
  • Medium and long-term debt instruments: These instruments are listed and unlisted medium and long-term debt instruments from various issuers across multiple business sectors, including but not limited to Financial Services, Local Industrial and Local Agricultural business. These instruments provide predictable income, inflation protection, and low correlation to traditional markets.

Basic Fund Information

Min Lumpsum Investment
R 1 k
Withdrawal Notice Period
n/a
Min recurring investment p/m
R k
  • Investment term:
    Product specific
  • Withdrawal notice period:
    n/a
  • Surrender penalties:
    n/a
  • Min recurring investment p/m:
    n/a
  • Regular withdrawal allowed:
    Product specific e.g. (Living annuity)
  • Partial withdrawal allowed:
    n/a
  • Investment top-up allowed:
    Yes – unlimited
  • Investment platform:
    LifeCycle (Pty) Ltd
  • Management fees:
    0.29% p/a including VAT
Information Sheet
Download

Have any questions or require more info? Feel free to reach out to us today:
012 942 9362
hercu@auroracapitalsa.com

More about taxation

  • When used as a portfolio in a living annuity the growth will be tax free.

Disclaimer: Returns mentioned are not guaranteed and past performance is not an indication of future outcomes. Aurora Capital SA (Pty) Ltd is an authorised financial services provider, regulated by the Financial Sector Conduct Authority – CAT II Lisence number 54262.