NEW: INFINITY ANCHOR FUND – STABLE OPTION
BACKGROUND – LIMITED TO R200 MILLION
Infinity Anchor Fund has partnered up with large South African financial institutions to offer investors exposure to underlying investments underpinned by a guaranteed¹ income and exit after the 5 year investment term (“Infinity Anchor Fund Stable”). Infinity Anchor Fund Stable invests into a portfolio of asset backed businesses which earn rental income from the leasing of movable assets such as fibre infrastructure, technology, equipment, machinery, vehicles etc.
PERFORMANCE & EXIT
Infinity Anchor Fund Stable, will hold underlying investments which have a guaranteed¹ income stream resulting in returns of prime plus 4% (after taxes and fees) per annum on an investor’s net capital² with the ability to sell the underlying investments at a fixed price, providing certainty of exit for investors after the 5 year investment term. This minimum return will translate into a semi-annual dividend yield of 3.69%² (net of fees and taxes) per annum.
- Predictable annual yield
- Predictable return of capital
- Predictable exit
- Gross capital dividend (linked to prime) of 2% per annum (after all fees & taxes) which equates to a net capital IRR of 11%² per annum.
- 6-monthly dividend payments
- 100% of capital to be invested by 31 March 2021 after fees and taxes
- No performance fee
- Low minimum investment
- Term: 5 years
|INDICATORS||INFINITY ANCHOR FUND||LARGEST COMPETITOR|
|Investments with a guaranteed income stream¹|
|Ability to exit underlying investments at a fixed price¹|
|No performance fee|
|Predictable deployment of capital|
|R200 000 minimum investment⁴|
|INDICATOR||INFINITY ANCHOR FUND STABLE||FIXED DEPOSIT LARGEST
|Investments with a
guaranteed¹ income stream
|Annual return after taxes²||11% (Prime plus 4.0%)³||3.85% (Prime minus
|10.49% (after all
taxes and fees)
|Net capital invested²||55%||100%||55%|
¹Infinity Anchor Fund Stable’s investments are underpinned by large financial institutions, which guarantee a minimum income stream.
² The returns are calculated based on the investor’s net investment amount and assumes the investor is in the highest marginal tax bracket.
³ The returns are calculated by taking into account a prime interest rate of 7.0%,
⁴Infinity Anchor Fund’s minimum investment is R1 million until its prospectus has been approved by CIPC, thereafter the minimum investment amount will be R200 000.
⁵ The returns are calculated by taking into account a fixed deposit rate of 7%
The contents of this website does not constitute and should not be construed as an offer to subscribe for shares, or investment, tax, legal, accounting and/or other advice. For advice on these matters consult your preferred investment, tax, legal, accounting and/or other advisers about any information contained on this website. Infinity Anchor Fund Ltd (Reg. No. 2017/435269/06 is an authorised financial service providers – FSP number 48981 and a SARS approved Venture Capital Company – VCC-0102. All mentioned returns on this website are estimates at current tax rates, and past performance is not an indication of future performance. The recipient waives all and any claims against Infinity Anchor Fund Ltd as well as the fund managers should he/she/it rely on any information contained herein.