Our Portfolios
Everest Wealth offers a range of investment portfolio solutions, supported by appropriate product structures, providing a tangible, credible, and specialised alternative to traditional investments. Our primary focus is on delivering consistent and sustainable returns, with a disciplined approach to portfolio construction. In addition, we aim to outperform traditional market-based investments over the medium to long term.
ONYX INCOME
The portfolio is designed to provide stable income and capital preservation by investing into unlisted instruments such as preferential shares and debt instruments issued by the Portfolio Holdings Company.
- Targeted gross Annual return of 12.80% **
- Minimum amount: R100 000
- Dividends paid monthly
- 10% Special Dividend at Maturity
ONYX INCOME+
The Onyx Income+ portfolio is ideal for investors looking to receive consistent monthly returns, with a fixed 5-year term.
- Targeted gross Annual return of 14.20% **
- Minimum amount: R100 000
- Dividends paid monthly
ONYX GROWTH
A solution for clients seeking high, and consistent capital growth, but no access to returns or capital over a 5-year term.
- Targeted gross Annual return of 14.50% **
- Minimum amount: R100 000
- Dividends paid on maturity
