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WELCOME TO ONYX INCOME +
Growth through the power of
CONSISTENCY
The Ideal Investment for Steady Income
Unlock predictable monthly income with the ONYX Income+ Portfolio from Everest Wealth. This 5-year investment solution provides consistent returns, without tying up your capital.
KEY FEATURES
Everest Wealth specialises in alternative investments, guided by an experienced management team dedicated to achieving clear outcomes for our investors. Our approach contrasts with traditional investments that often depend on unpredictable political and economic forecasts. Instead, we focus on the fundamentals of private equity and debt, allowing us to make informed decisions based on sound business principles.
Why Choose Alternative Investments?
Everest Wealth is dedicated to demystifying alternative investments and empowering informed decision-making. Alternative investments go beyond traditional stocks and bonds, offering a broader range of opportunities. These include:
- Real Estate (property development, investment trusts)
- Private Equity (company ownership, venture capital)
- Hedge Funds (strategic investment vehicles)
- Commodities (gold, oil, other natural resources)
- Collectibles (art, rare assets
Investing in alternative assets offers several benefits, primarily through diversification. By incorporating alternatives into your portfolio, you can reduce risk during market fluctuations, potentially leading to higher returns and enhanced overall resilience. However, they also come with unique risks: higher volatility, reduced liquidity, and increased complexity. Careful consideration and our expert guidance are crucial to navigate these opportunities effectively
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*
- Annual Return: 14.20% paid monthly
- Minimum Investment: R100,000
- Dividends: Paid monthly
- Ongoing Client Support
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 J
Inception Date
01 January 2024
Tax from type
SA Dividends Tax @ 20%
AUM
R96 805 000.00
Share price
5000 ZAR
Targeted return p.a.
14.20%
Discretionary & asset management fee
1.38%
Platform fee
0.12%
Total investment cost (TIC)
1.50%
Advice (up to)
1.84%
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
Start Your Journey with Everest
Begin your path to financial success today. Speak to your financial advisor or contact Everest Wealth to discuss how the ONYX Income+ Portfolio can help you reach your financial summit.
