Jaltech is an alternative investment fund manager that has developed a strong reputation in the South African market as a Section 12J investment specialist. With over R1.3 billion under management, Section 12J investments brought to market by Jaltech are on track to deploying 100% of funds under management. These Section 12J investments are amongst the top performing in the market, within their respective classes.
Track record of deploying
100% of capital¹
Approved by 70+ financial advisors
MAKE A SECTION 12J INVESTMENT BY USING YOUR SARS REFUND
In order to assist taxpayers with making a Section 12J investment, Jaltech is able to facilitate funding of up to 95% of the investment amount. This means that a taxpayer who is looking to invest (as an example) R1 000 000, will only need to contribute R50 000 (5%) before the end of June and still obtain the tax benefit on the total investment of R1 000 000.
The funding is available for taxpayers who are looking to invest in Infinity Anchor Fund 2021.
- Projected net IRR of 26%² p.a
- Projected gross IRR of 8% p.a
- First repayment 1 October 2022
- Interest: 4% p.a until 1 October 2022
- Funding approved within 24 hours
- Loan repayable within 5 years
- 100% tax deductible
- Only 5% deposit required
- Security: Shares issued & dividend payments
- Minimum loan of R475 000
Infinity Anchor Fund³ is the top performing Section 12J investment in 2019 and 2020. Infinity Anchor Fund 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. Investing in businesses which collect contractual cash flows, has allowed Infinity Anchor Fund to target a 6-monthly dividend payment to investors.
Infinity Anchor Fund is one of the top performing Section 12J investments in the market, having distributed two dividends during 2019 and 2020 and is projected to return 15.96% per annum on net² capital over the 5-year period.
Infinity Anchor Fund’s investment strategy caters for a smooth and realistic exit after the 5-year investment term. This is achieved by investing equity funding into businesses which are asset underpinned as these businesses are typically:
- well positioned to dispose of a portion of their asset rental contracts to banking institutions in order to raise capital to purchase Infinity Anchor Fund’s shareholding;
- in a position to return capital during the 5-year investment term, which in turn will assist exiting investors timeously;
- amenable to pre-negotiate an exit mechanism.
- Top performing Section 12J investment in 2019 and 2020
- 2019 – Gross dividend yield 4.94% per annum after fees and taxes
- 2019 – Net yield 9.98% per annum²
- 2019 – Gross return on capital 5.78% per annum
- Tracking an IRR of 15.96% per annum² after fees and taxes
- 6-monthly dividend payments achieved during 2019 and 2020
- 100% of capital invested as at 28 Feb 2020
- Performance fee charged on growth of investment only
- Minimum investment R100 000
- Term: 5 to 7 years
Secutech is a provider of security related technology. The technology is often rented out as a
package (for example, cameras and offsite monitoring equipment) to security companies.
RISE TELECOMS INFRASTRUCTURE
Rise Telecoms in partnership with its holding company, provides access to fast, unlimited data internet services to tenants in high rise buildings. Rise Telecoms offers an alternative to fibre installations through the provision of Wi-Fi access points to its customers.
|Capital committed||R16 600 000||R21 250 000|
|Initial date of investment||March 2019||June 2020|
|Achieving an IRR||9.73% (excluding the tax benefit)||9.45% (excluding the tax benefit)|
|INDICATORS||INFINITY ANCHOR FUND||LARGEST COMPETITOR|
|Gross dividend yield (2019)||4.94%||1.8%|
|Tracking IRR² after fees and taxes||15.96%||10.80%|
|Growth in NAV (excl. dividend)|
|Gross performance fee|
|100% of capital invested pre-Feb 2020|
|Dividend paid out of profits only
& not capital invested
|R100 000 minimum investment*|
|Publicly reports performance|
¹ Prior to February 2020, investments brought to market by Jaltech had deployed 100% of capital under management.
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 Investors investing in Infinity Anchor Fund will be in investing in Infinity Anchor Fund 2021 Ltd. All references to past returns and performance are with reference to Infinity Anchor Fund Ltd.
AN OVERVIEW OF INFINITY ANCHOR FUND
Gaurav Nair (the CEO of Infinity Anchor Fund), was invited to present Infinity Anchor Fund at the most recent Alliterative Marketplace Conference. Click the video for an overview of Infinity Anchor Fund.
NEW: INFINITY ANCHOR FUND – STABLE
BACKGROUND – LIMITED TO R200 MILLION
Infinity Anchor Fund¹ has partnered up with large South African financial institutions to offer investors exposure to underlying investments underpinned by a guaranteed² 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 capital³ 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%³ (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%³ per annum.
- 6-monthly dividend payments
- 100% of capital to be invested by 31 August 2021
- No performance fee
- Low minimum investment
- Term: 5 years
|INDICATORS||INFINITY ANCHOR FUND||LARGEST COMPETITOR|
|Investments with a guaranteed income stream²|
|Ability to exit underlying investments at a fixed price²|
|No performance fee|
|Predictable deployment of capital|
|R100 000 minimum investment|
|INDICATOR||INFINITY ANCHOR FUND STABLE||FIXED DEPOSIT LARGEST
|Investments with a
guaranteed¹ income stream
|Annual return after taxes³||11% (Prime plus 4.0%)³||3.85% (Prime minus
|10.49% (after all
taxes and fees)
|Net capital invested³||55%||100%||55%|
¹Investors investing in Infinity Anchor Fund will be in investing in Infinity Anchor Fund 2021 Ltd. All references to past returns and performance are with reference to Infinity Anchor Fund Ltd. ²Infinity Anchor Fund Stable’s investments are underpinned by large financial institutions, which guarantee a minimum income stream.| ³ The returns are calculated based on the investor’s net investment amount and assumes the investor is in the highest marginal tax bracket | ⁴ The returns are calculated by taking into account a fixed deposit rate of 7%
The contents of this document 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 in this document. Infinity Anchor Fund 2021 Ltd (Reg. No. 2018/028416/06), is an authorised financial service provider – FSP number 49376 and SARS approved Venture Capital Company –VCC-0117. All mentioned returns in this document are estimates at current tax rates, and past performance is not an indication of future performance.