own your FUTURE

Aurora Select Growth Fund

More about the returns

The asset manager has a hurdle-rate of 11.78% compounded annually + Boosts. ROI up to 81% over 5 years.

More about the instruments

Investment Objective: The fund's aim is to radically outperform the returns of the (ASISA) South African EQ Mid/Small Cap Sector Peer Group Average by managing the investments conservatively in a high-growth SME environment in South Africa.
Investment Strategy: Only provide growth capital to SME businesses and owners, having at least a 2 to 3-year track record, highly cash-generative track record, and extensive scalability. Deploy investor capital in line with the mandated allocation towards growth assets. Use investment instruments, for qualifying investee companies, that will ensure liquidity in line with the investor’s ideal exit horizon. Avoid concentration risk of more than 25% AUM per investee company.

Basic Fund Information

Min Lumpsum Investment

R 1 k

Withdrawal Notice Period*

1 days

Investment Term

1 years

Withdrawal notice period*:
90 Calendar days (3x months) t&c’s apply
Surrender penalties:
10% in year one, 5% years 2-5
Minimum recurring investment p/m:
n/a
Regular withdrawal allowed:
No
Partial withdrawal allowed:
Yes (Penalties apply)
Investment top-up allowed:
Yes – terms and conditions apply
Investment platform:
nReach Capitis Laysan
Management fees:
n/a

Information Sheet

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

More about taxation

The fund comprises of unlisted qualifying companies from which profits are added onto the invested capital through an "En Commandite Partnership agreement" - also known as a Limited Partnership.
The TAX obligation lies solely with the investor and a capital gains tax will be paid on the gain of the investment for the year that the investment is paid out to the investor.

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. For more information visit www.auroracapitalsa.com.