Investment Highlights

Indicative Returns

Profile & Competing 12J Investments

<

INDICATORS INFINITY ANCHOR COMPETING 12J INVESTMENTS
Return (net fees and taxes) 20% p.a. 15% p.a.
Gross dividends 7%+ p.a. 5-6% p.a.
Annual fees 2% p.a. 2% p.a.
Performance fees N/A 20% (based on Net Capital)
Protection/Guarantee 15% First loss guarantee +/- 10% First loss guarantee
Minimum investment R 100 000 R 1 000 000
Minimum investment period 5-7 Years 5-7 Years

SECTION 12J - INTRODUCTION

Icon2

In 2009 SARS introduced the Section 12J legislation into the income tax act, with the purpose of stimulating investment into local SMEs

Icon3

Any investment made into a qualifying 12J Venture Capital Company is 100% deductible from taxable income in the year of investment

Icon1

The incentive applies to all SA taxpayers (companies, trusts and individuals), thus affording investors a tax break of between 28% and 45%

WHY INVEST IN 12J?

ANY SOUTH AFRICAN TAXPAYER CAN INVEST IN INFINITY ANCHOR FUND IN ORDER TO SHIELD HIS/HER INCOME FROM TAX.

Common reasons for investing are:

  • Investing into local SMEs
  • Investors with high tax burden
  • Shielding sale of assets from capital gains tax
  • Shielding incentives and bonuses from income tax
  • Diversifying investment returns
  • Investors seeking stable inflation beating returns