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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 5-year investment term, but would like monthly income in the form of dividends.

KEY FEATURES

Everest Wealth is a portfolio investment and wealth management company, established in 2002, which specialises in building, maintaining and protecting the wealth of trusts, companies and individuals under our care. It is our core philosophy to promote stable and secure investments for our clients. We are proud to confirm the fund has produced consistent returns since inception in 2012, not fluctuating due to any economic or other external events. The investor purchases a preference share in the fund, all returns will thus be declared as dividends, paid monthly on an after-tax basis.

  • Annual return: 14.20% (10.78% in your pocket)
  • Investment period: Min. 5 years
  • Minimum amount: R100 000

PERFORMANCE STATISTICS

12 month ROR

14.20%

36 month ROR

42.60%

48 month ROR

56.80%

60 month ROR

71.00%

*Returns backdated prior to 1 January 2024

UNDERLYING ASSET SECTORS

MONTHLY PERFORMANCE (NET OF INVESTMENT AND ADMIN FEES - NOT ADVICE)

YOUR INVESTMENT VALUE

GENERAL Portfolio INFORMATION

Investment Manager

Everest Wealth

Asset Manager

Laudian Investment Holdings

Location

Centurion, South Africa

Inception Date

01 January 2024

Tax from type

Dividends at 20%

AUM Target

1.500.000.000 ZAR

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

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

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Onyx Income +