own your FUTURE

nReach Capitis IP Worldwide Flexible Fund

More about the returns

The fund aims to achieve a targeted return of 11.5% per year, net of fees, based on the strategic asset allocation shown below:

More about the instruments

  • Fund Objective: To achieve long-term capital appreciation. There will be no limitations on the relative exposure of the portfolio to any asset class or geographical region, but the portfolio will typically have significant exposure to foreign equity and property securities.
  • Fund Universe: In order to achieve its objective, the investments normally to be included in the portfolio will comprise a combination of securities, exchange securities, stocks, including loan stock, financially sound listed property investments and participatory interests in portfolios of collective investment schemes in property shares and foreign collective investment schemes, assets in liquid form and any other securities which are considered consistent with the portfolio’s primary objective and that the Act or the Authority may from time to time allow, all to be acquired at fair market value.

Basic Fund Information

Min Lumpsum Investment
R 1 k
Withdrawal Notice Period
n/a
Min Recurring Investment p/m
R 10 k
  • Investment term:
    Open ended
  • Withdrawal notice period:
    n/a
  • Surrender penalties:
    Not applicable
  • Regular withdrawal allowed:
    Yes
  • Partial withdrawal allowed:
    Yes
  • Investment top-up allowed:
    Yes – unlimited
  • Investment platform:
    LifeCycle Voluntary Investment Plan (VIP), Glacier, Momentum Wealth
  • Management fees:
    1.5%pa 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

  • Interest Income: Taxed at your marginal tax rate after the annual exemption (R23,800 for individuals under 65 and R34,500 for over 65s).
  • Dividends: Subject to 20% Dividends Withholding Tax (DWT) before payout.
  • Capital Gains Tax (CGT): When selling units, 40% of the gain is included in taxable income, with an annual exemption of R40,000.

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.