WELCOME TO ONYX INCOME
Returns you can
COUNT ON
ONYX INCOME PORTFOLIO
Assets under management include property, hospitality, information technology, mining and green energy.
KEY FEATURES
The Onyx income portfolio is designed to provide stable income and capital preservation by investing into unlisted instruments such as preferential shares and debt instruments issued by the Portfolio Holdings Company.
Our Commitment to Transparency
Our experienced team will:
- Clearly explain investment options
- Assess suitability for your goals and risk tolerance
- Provide ongoing support and guidanc
Investment Highlights*
- 12.80% Annual return
- Minimum amount: R100 000
- Dividends paid monthly
- 10% Special Dividend
- Class A preference share
Partner with Us
At Everest Wealth, we’ll help you navigate the world of alternative investments, ensuring alignment with your financial objectives. Schedule a consultation with one of our experienced advisers
UNDERLYING ASSET SECTORS
GENERAL Portfolio INFORMATION
Investment Manager
Everest Wealth
Private Equity Holdings Company
Issue Security
Class A
Portfolio Holdings Inception
May 2016
Portfolio Inception
Jan 2019
Tax from type
SA Dividends Tax
Issue price
5000 ZAR
Targeted return
12.80% p.a
Aditional Full-term dividend
Current 10% special divided target
Discretionary & asset management fee
1.38% p.a
Platform fee
0.12% p.a
Total investment cost (TIC)
1.50% p.a
Advice (max)
1.84% p.a
Risk Disclosure
Investing in alternative assets carries risks, including market volatility and liquidity constraints. We recommend discussing your risk tolerance with one of our experienced financial advisors to ensure this investment aligns with your financial goals.
ONYX INCOME PORTFOLIO
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