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Whether you are you a seasoned 12J investor, investing in a 12J fund for the first time, or advising your clients on 12J, we trust you will find the Fund Managers’ presentations highly informative.
To date Section 12J funds have raised over R10billion – making it South Africa’s fastest growing alternative asset class. This is your chance to get a slice of the action.
Section 12J of the Income Tax Act entitles all investors into a SARS-approved Section 12J fund a 100% tax deduction on the investment amount. (read more here).
This was our second annual 12J Summit – and this year we hosted it virtually.
FUND MANAGER PRESENTATIONS:
CONTACT US
FINAL 12J INVESTOR SUMMIT?
TIME REMAINING TO CHOOSE WHERE YOUR TAX MONEY GOES
Featured funds by Sector
Decentral
Avi Gordon
Fund Manager
076 262 3167
avi@decentral.co.za
www.decentral.co.za
FUND OVERVIEW
Investment Criterion: Minimum investment amount R212 000, Maximum – R5 million
IRR – 20% before DWT
Dividends – Annual
SUNSTONE CAPITAL
Avi Gordon
0762623167
avi@sunstonecapital.co.za
www.sunstonecapital.co.za
FUND OVERVIEW
Investment Criterion: Minimum investment amount R105 000, Maximum – R5 million
IRR – 18% before DWT
Dividends – Bi Annual
KALON VENTURE PARTNERS
Leron Varsha
Chief Operating Officer
+27 82 772 1873
leronv@kalonvp.com
www.kalonvp.com
FUND OVERVIEW
Kalon Venture Partners is a registered Section 12J Venture Capital Company set up to invest in digital disruptive technology.
Kalon invests in post-revenue start-ups with high growth and high impact potential who are solving African problems.
HASANAAT CAPITAL
Suhail Mohamed
Fund Manager
www.hasanaat.co.za
info@hasanaat.co.za
FUND OVERVIEW
Hasanaat Capital in partnership with Al Mabroor Projects have developed an Agri Fund with a specific focus on the beef industry, both breeding of cattle as well as feedlot. The Agri sector was one of the few sectors that provided investors with positive returns during 2020. By investing with Hasanaat Capital, investors are able to benefit from this highly resilient asset class. The nature of the underlying assets further makes deployment of capital as well as liquidating of assets easier than larger asset types
Minimum Investment amount R100 000
Closing Date: 28 February 2021
Mdluli Safari Lodge Ltd
Darryn Faulds
Fund Manager
079 874 1695
darryn@mdlulisafarilodge.co.za
www.mdlulisafarilodge.co.za/invest
FUND OVERVIEW
Investments starting from R150,000
Annual free luxury bed night package for 9 years, including game drives
Full 100% Section 12J tax deduction
Return of initial investment capital amount in years 6 – 9
The most socially impactful Section 12J investment
The only Section 12J in the Kruger National Park
PEPPER CLUB HOTEL INVESTMENTS
Amaresh Chetty
Director
Fund Manager
082 555 5533
amaresh@pepperclub.co.za
www.pepperclubinvest.co.za
FUND OVERVIEW
Guaranteed operating yield for 5 years, averaging 7.6% per annum
95% leverage available and put option de-risks the downside
Lowest fee structure in the sector
Generous allocation of free bed nights in a 5 star hotel
LUCID VENTURES
Sara Reynolds
082 373 2218
sara@lucidventures.co.za
www.lucidventures.co.za
FUND OVERVIEW
Investment into the growing Retirement space with a property underpin through a 12J compliant vehicle
Exposure to development and construction of retirement homes
Expected after tax IRR of 20%+
Option for investors to convert shareholding into a Life Right
Established team across 12J fund management, property development and aged care
Capitale
Carla Ferreira
Fund Manager
011 250 7500
carla@capitale.co.za
www.capitale.co.za
FUND OVERVIEW
Our Dynamic Impact Fund develops Student housing assets rapidly in key locations on the doorstep of internationally acclaimed universities, employing innovative, green and resource efficient Modular build formats. Our nimble, active approach offers Investors defensive cash flows and significant capital appreciation, with solid downside protection.
A turnkey Fund offering centralized Acquisition, Design, Development and Operations solutions.
IRR: Targeted return: 18 – 20% p.a. (after costs and tax)
Minimum Investment: R 1 000 000
Dividends
Gross Capital Investment Targeted average dividend yield of 10 % – 12 % p.a.
Net Investment Approximate Average dividend yield
15% – 17% Individual & trusts (assuming a tax rate of 45%)
8% – 10% Companies
EXPATTI
Joe Volschenk
Director
076 848 3419
joe.volschenk@expatti.com
www.expatti.com
FUND OVERVIEW
Student Hospitality backed by underlying assets: Permissible trades backed by property such as
hotel keep, hospitality, student accommodation, health care and elderly care.
Criteria: Only properties that meet the stringent requirements of 15% yield will be acquired- Properties
is also carefully selected to maximise the capital growth potential of the assets.
IRR: A healthy IRR is projected at 24%
Metta capital
Darryn Faulds
Fund Manager
079 874 1695
darrynf@mettacapital.co.za
www.mettacapital.co.za
FUND OVERVIEW
Diversified Portfolio of Section 12J VCCs.
Internal Rate of Return – 18,62% (Net of Fees & Taxes)
Average Annualised Dividend Yield – 8% (Paid Bi-Annually)
Clear Liquidity Pathway For Exit – 5 Years
Strong Asset Underpin Strategies – Track Record of Performance
Reduced Minimum Investment Size – R350 000
RENCELL
Amaresh Chetty
Director
082 555 5533
info@rencell.co.za
www.rencell.co.za
FUND OVERVIEW
Offers entrepreneurs the opportunity to have their ‘own’ 12j -without the associated prohibitive costs
If you’re an entrepreneur with an opportunity and backers, structuring your transaction through the Rencell s12j will enhance returns for your funders
Save yourself the burden of compliance – the leading 12j administrator, Grovest, will handle all compliance -you just run your business
The administrator can provide legal and corporate finance advice
The VCC boasts a credible and experienced board, giving your investors peace of mind
OLIVE VCC
Haroon Jeena
Fund Manager
082 4135248
hjeena55@gmail.com
FUND OVERVIEW
17% per annum – superior return at a lower risk
Diversified – offer investment in diversified portfolio with varying risk and reward opportunities
Dynamic – highly experienced and proactive board and management
Ethical – in our business dealings with all stakeholders driven by a shariah focus
WDB GROWTH FUND
Sibongile Zulu
083 438 1711
sibongile@wdbgrowthfund.co.za
https://www.seedengine.co.za/wdb-growth-fund/
FUND OVERVIEW
Sectors: ICT, Education, Health services, Retail, Manufacturing, Logistics, and Agri-Processing
Investment Criterion: The WDB Growth Fund takes equity positions in growth stage businesses that have been operational for at least 12 months generating revenues from R2m-R50m.
IRR: Risk capital + CPI
FRANCHISE JUNCTION
Thys Van Zyl
087 654 8705
info@everestwealth.co.za
www.everestwealth.co.za
FUND OVERVIEW
Broad Franchise Sector (Food, Retail, Medical & Hospitality)
Minimum Investment: R100 000
Targeted Dividend: 8.5% p.a. after fees, before taxes
Targeted IRR: 21.16% after fees and taxes
Actual IRR (at present levels): 18,03% after fees and taxes
SILVER LEAF
FUND MANAGER
Paul Bacher
082 777 9970
paul@silverleafinvestments.co.za
www.silverleafinvestments.co.za
FUND OVERVIEW
Robust demand in the sector.
A rapidly burgeoning industry, the global legal cannabis market is anticipated to reach $75 – 100 billion by 2030 — a CAGR of 20%.
With domain experts on our team, we have the capacity to evaluate opportunities in the market and possess a deep understanding of the risks.
This is a growing industry where early adopters can shape the outcomes, SilverLeaf investors the opportunity to broadly participate across the value chain.
Lucrative exit.
GET IN TOUCH
with any of your 12J questions, or to chat to us about your VCC
INVEST IN SECTION 12J VCC’S?
