Everest Wealth

Solutions

Everest Wealth

Complete Fund Range & Fact Sheets

Everest Wealth offers a range of funds to cater for the majority of investor needs.
Portfolio Choice Objective Key Targets Asset Focus Term Risk Rating Capital Yield Fact Sheet
Local High Yielding
Strategic Income Portfolio A solution for clients requiring consistent income over 12 month periods, but no access to capital over a 5 year term To achieve: – A high, fixed, income yield over 12 month periods – No capital volatility until redemption – Fixed 5 year investment term Private Equity 5 years Moderately Aggressive 10% special dividend target at maturity Annually fixed dividend. Current rate of 12.8% p.a. accumulative and/or paid monthly
Local Growth
Strategic Growth Portfolio A solution for clients requiring a high and consistent return yield, but no access to returns or capital over a 5 year term To achieve: – A high, fixed, accumulating yield over 12 month periods, targeted towards a 5 year maturity – No capital volatility until redemption – Fixed 5 year investment term Private Equity 5 years Moderately Aggressive Fixed capital value until maturity Annually fixed dividend. Current rate of 14.5% p.a. accumulative and/or paid at maturity
Global Growth
Strategic Asia Pacific Growth Portfolio [NZD] A solution for clients requiring a high and consistent annual return yield, but no access to capital over a 5 year term as well as capital valued in ZAR, but returns exposed to NZD To achieve: – A high, fixed, accumulating yield over 12 month periods – No capital volatility until redemption – Fixed 5 year investment term – Capital valued in ZAR, but returns in NZD Private Equity 5 years Moderately Aggressive 20% special dividend target at maturity, in NZD Annually fixed dividend. Current rate of 8% p.a. accumulative and/or paid annually