Investment Highlights

Indicative Returns

Profile & Competing 12J Investments

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INDICATORS INFINITY ANCHOR COMPETING 12J INVESTMENTS
Target annual return (net fees and taxes) 17.5% 15%
Target annual Gross dividends 5.5% 5%
Annual fees 2.5% 2% + 0.5% expense recovery fee
Performance fees 20% (above gross capital i.e. above 100% of investment) 20% (above net capital i.e. above 55% of investment)
Minimum investment R 100 000 R250 000 – R 1 000 000
  • Assuming an individual investor utilising the highest marginal tax rate of 45%
  • Does not include surplus performance
  • A minimun of R1 000 000 reducing to R100 000 on 1 November 2019, when a prospectus will be available.

SECTION 12J - INTRODUCTION

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

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

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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