WELCOME TO ONYX INCOME +

Growth to the power of

CONSISTENCY

THE ONYX INCOME+ PORTFOLIO

The ONYX Income+ Portfolio from Everest Wealth is the ideal investment for individuals and companies who do not require access to their capital during the fixed 5-year investment term, but require monthly income.

KEY FEATURES

Everest Wealth specialises in alternative investments, overseen by an experienced management team who seeks to achieve defined outcomes for investors. Unlike traditional investments that rely on unpredictable political and economic forecasts, our approach focuses on the fundamentals of private equity and debt. This method enables us to make informed decisions based on solid business principles rather than external factors beyond any fund manager’s control. Alternative investments are a cornerstone of our asset management strategy. By focusing on these investments, we increase the likelihood that past returns will align with future expectations. With Everest Wealth, you gain access to a network of professionals and a portfolio of distinctive investment opportunities managed by seasoned experts. After completing asset allocation, our focus shifts to actively managing various asset categories. Our specialized teams tailor their approach to effectively handle these assets, ensuring that the portfolio meets its holistic goals. The portfolio is designed to provide stable income and capital preservation, primarily featuring income-oriented assets with significant exposure to private instruments and unlisted preferential shares, among other options. We recommend that potential investors have a minimum investment horizon of five years and a high-risk tolerance. This approach benefits our clients by reducing fees and offering a refined, specialized investment framework.

  • 14.20% Annual return paid monthly
  • Minimum amount: R100 000
  • Dividends paid monthly
  • Class J preference share
  • T&C apply

UNDERLYING ASSET SECTORS

YOUR INVESTMENT VALUE

GENERAL Portfolio INFORMATION

Investment Manager

Everest Wealth

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%

ONYX INCOME+ PORTFOLIO

Start your journey with Everest.

Start the conversation about reaching your financial summit today. Speak to your financial advisor or contact Everest Wealth.

Please contact me about the Onyx Income+

Onyx Income +