own your FUTURE

Aurora FG Growth Fund

More about the returns

The fund targets a 15.34% return over a 1-year rolling period, net of
management fees, but gross of tax, adviser fees, and/or platform fees. All income is automatically reinvested to maximise compounding, and the nature of taxation will be that of capital gains, offering investors a more tax-efficient growth strategy.

More about the asset allocation

  • Industrials: Investments into South Africa's industrial sector and broader economy, excluding financials, oil & gas, and basic materials. This classification, for instance, includes agriculture. A typical investment would consist of exposure to the farming sector, particularly primary production such as crops, livestock, and essential agricultural inputs.
  • Financial services funding: Capital deployed into businesses operating within the financial sector, typically through unlisted debt or structured funding instruments. These investments offer stable, income-generating opportunities with strong underlying cash flows.
  • Long-term business funding: These instruments are unlisted long-term debt instruments from various issuers across multiple business sectors, including but not limited to financial services, local industrial, and local agricultural businesses. These instruments provide predictable income, inflation protection, and low correlation to traditional markets. A typical capital allocation would be in the SME lending sector, insurance , hospitality tech or food and beverage sector, supporting established businesses with growth and working capital funding. Capital is currently allocated across 8 companies, ensuring diversification and risk mitigation.
  • Short- and Medium-term business funding: These instruments are listed or unlisted short- and medium-term debt instruments from various issuers across multiple business sectors including but not limited to Financial Services. These instruments are derived from invoice discounting and or invoice factory practices.

Basic Fund Information

Fund Size
R 1 +m
  • Launch Date:
    08 April 2025
  • Withdrawal notice period:
    90 days
  • Regulation 28:
    Not compliant
  • Benchmark:
    STEFI + 3%
  • Income Declaration:
    Reinvested
  • Initial Fees:
    NA
  • Management fee:
    0.75% excl. VAT
  • Performance Fees:
    NA
Information Sheet
Download

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

Why consider this fund

  • Yield: the Fund returns a yield higher than most traditional income funds.
  • Low volatility: the majority of the assets held by the fund are not correlated to market or interest rate movements or cycles.
  • Yield certainty: the yield on the fund will generally not move much throughout the interest rate cycle, therefore giving the investor certainty about what he or she will receive.

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 License number 54262.