Everest Wealth, established in 2002, focused to offer sound investment management, promoting stable returns over the medium to long term.

Contact

+27 87 654 8705

3rd Floor, Building C, Westend Office Park, 250 Hall Street, Centurion, Pretoria, 0046.

info@everestwealth.co.za

about portfolio

Porfolio Investment &

Wealth Manager

Everest Wealth is a private 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. Our main focus is to offer sound investment management, promoting stable returns over the medium to long term.

Everest Wealth Funds

Complete portfolio range
& key information documents

Strategic Income
Portfolio
Term: 5 Years

A solution for clients requiring consistent income over 12 month periods, but no access to capital over a 5 year term.

 – A high, fixed, income yield over 12 month periods
 – No capital volatility until redemption

Private Equity
%

Dividend Return

Strategic Growth Portfolio

5 Years
%

Dividend Return

Strategic Asia Pacific Growth Portfolio [NZD]
5 Years
Investment Term
%

Dividend Return

Core Cautious Portfolio
1 - 3 Years
Investment Term
Core Yield Portfolio
3 -5 Years
Investment Term
%

Dividend Return

Core Balanced Portfolio
7 -10 Years
Investment Term
%

Dividend Return

Global Core Yield Portfolio
3 -5 Years
Investment Term
%

Dividend Return

Not yet open for investment

Structured Growth Portfolio
5 - 7 Years
Investment Term
%

Dividend Return

Section
12J

5 - 7 Years
Investment Term
%

Dividend Return

Global Structured Growth Portfolio

5 Years
Investment Term
%

Dividend Return

Not yet open for investment, except for Section 12J portfolio

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