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Investment information is provided for general guidance only. Calculator results are estimates and do not represent guaranteed outcomes. Product details, risks, terms and eligibility requirements are subject to formal documentation.

Investment Option

Fixed Return Income Portfolio

A structured income-focused investment category for clients considering defined-term positioning with regular income potential.

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Clients discussing income planning with a financial adviser
Indicative Product Figures

Review the core figures for this option before submitting an enquiry.

Final product terms, risks and eligibility requirements are confirmed through formal documentation.

Fund EntryMinimum R100,000
Target Return12.6%
Term5 years
Risk LevelLow–Medium
Capital ProtectionCapital protection applies to the original investment amount at maturity, subject to the terms of the product.
Where We InvestMature businesses scaling operations, including select companies further along in their development, backed by a track record of solid results and future earnings potential.

Capital protection applies to the original investment amount at maturity, subject to the terms of the product. Expected yields are projections based on prevailing market conditions and are not guaranteed. Historical performance offers no assurance of future outcomes.

Overview

Built for clients seeking income-focused positioning with defined terms.

Fixed Return Income Portfolio is positioned for clients who are considering a structured investment route with regular income potential and defined-term positioning. It is suited to visitors who want to explore an income-focused category with clearer investment terms before submitting an enquiry.

Who this option may suit

Income-focused clients

For clients who are interested in investment options positioned around regular income potential.

Defined-term investors

For clients who prefer clearer term-based investment positioning.

Structure-conscious clients

For clients who want to review formal terms before making an investment decision.

Clients comparing income routes

For clients comparing private-equity income and fixed-return-style income options.

Key features

Structured income positioning

Designed around income-focused investment positioning with defined-term considerations.

Fixed-return-style category

Presented as a structured category for clients who prefer clearer investment terms.

Defined investment period

Best understood as an option for clients comfortable with a defined investment horizon.

Lower flexibility

This option may have less flexibility than flexible-access investment categories.

Product calculator

Clients can estimate a basic income-focused result before submitting an enquiry.

Formal documentation required

Final product details, risks, terms, income assumptions, fees, timelines and eligibility requirements are subject to formal documentation.

Important considerations

Capital protection applies to the original investment amount at maturity, subject to the terms of the product. Expected yields are projections based on prevailing market conditions and are not guaranteed. Historical performance offers no assurance of future outcomes.

Select Term

How to enquire about this option

1

Review the option

Understand the purpose, income positioning and defined-term considerations.

2

Compare Investments

View a basic estimate based on your selected amount and period.

3

Submit an enquiry

Send your contact details so the team can follow up.

4

Review formal information

The team can provide the relevant information, income assumptions, terms and next steps.

Questions about the Fixed Return Income Portfolio

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Fixed Return Growth Portfolio

For clients considering structured growth with defined terms.

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Private Equity: Income

For clients interested in private-equity-style income positioning.

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Private Equity: Flexi Access

For clients who may need a more adaptable investment route.

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Ready to explore the Fixed Return Income Portfolio?

Start with a simple enquiry or Compare Investments to view an estimated result before taking the next step.

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