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WELCOME TO ONYX GROWTH
Invest in the
FUTURE
you deserve
ONYX GROWTH PORTFOLIO
Assets under management include property, hospitality, information technology, mining and green energy.
KEY FEATURES
Everest Wealth’s ONYX Growth Portfolio presents an excellent investment opportunity for individuals and companies seeking significant growth on their investment, without the need for access to their capital over the fixed 5-year term.
Our Commitment to Transparency
Our experienced team will:
- Clearly explain investment options
- Assess suitability for your goals and risk tolerance
- Provide ongoing support and guidance
Investment Highlights*
- Annual return: 14.50%
- Investment period: 5 years
- Returns paid upon maturity
- Minimum amount: R100 000
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
YOUR INVESTMENT VALUE
GENERAL Portfolio INFORMATION
Investment Manager
Everest Wealth
Private Equity Holdings Company
Issue Security
Class B
Portfolio Holdings Inception
May 2016
Portfolio Inception
Jan 2019
Tax from type
SA Dividends Tax
Issue price
5000 ZAR
Targeted return
14.50% p.a
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 GROWTH PORTFOLIO
Start your journey with Everest.
Start the conversation about reaching your financial summit today. Speak to your financial advisor or contact Everest Wealth.
