One investment engine

Three distinct outcomes

INCOME | INCOME+ | GROWTH

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
DOWNLOAD BROCHURE

** PLEASE NOTE ‘Targeted Annual return’ refers to the return that the investment manager aims to achieve; these are by no means guaranteed.

Contact me

Take the first step toward a secure future. Act now and start building the retirement you deserve. Speak to your financial advisor or contact Everest Wealth.

Onyx Income +
Onyx Income + Brochure
Key information document

Investing in alternative assets carries risks, including market volatility and liquidity constraints. We recommend discussing your risk tolerance with one of our experienced financial advisors to ensure this investment aligns with your financial goals.