AKRAMPEER INVESTMENTS (PTY) LTD

FUND MANAGERS OF AP GLOBAL INVESTMENTS LTD A SECTION 12J VENTURE CAPITAL COMPANY (VCC)

AP Global Investments Ltd (”AP Global”) was founded to enable investors (SA taxpayers) to acquire a shareholding in a Section 12J Venture Capital Company (’VCC”). An investment which provides investors with exposure to a variety of potentially high yielding and socially responsible investments.

The investment into AP Global VCC is 100% tax-deductible from an investor’s taxable income in the tax year in which the investment is made. This further enhances the expected returns for investors. AP Global VCC will provide investors with a unique opportunity to invest in a diverse portfolio of investments.

SAFARI LODGES

According to Stats SA October 2017, 96,9% of all tourists entering South Africa enter the country for the purpose of enjoying a holiday.

GENERAL INFORMATION

  • Unique investment in a diversified portfolio.
  • The focus is to spread the investment into optimum performing markets which have shown resilience during COVID-19.
  • We have worked closely with investors in the beef industry, which has shown phenomenal growth since June 2020 and is projected to continue for the next 3 years. The market price of cattle per kilogram, at cattle auctions, has increased from R31.50 per kg to R45.00 per kg, with the market price continuing to rise in line with demand.
  • We have established a relationship with a farmer with over 40 years’ experience in cattle farming.
  • We have established a relationship with a crop farmer with extensive experience and a proven track record. The demand for food in South Africa has increased as we are net importers thereby making an investment in the maize/soya crop lucrative.
  • The need for food security in our country has ensured that the investment in cattle breeding and crop plantations have become lucrative investment opportunities.
  • To further diversify the portfolio and offer liquidity on a regular basis we have identified reputable retail and manufacturing businesses to buy equity into. We will perform the accounting and administrative functions as well as sit on the board of directors and audit committees to ensure good governance, promote transparency and oversee financial performance.
  • To hedge our investment in the hospitality industry we will acquire equity in Buckler’s Africa Lodge. This is a strategic move to shift the focus purely from foreign tourists to local tourists. This will yield returns immediately as Buckler’s Africa Lodge has been trading for the past 3 years and is growing in local market share, despite the impact of COVID-19.

LEARNING MORE ABOUT
SECTION 12J

In 2008/2009, National treasury introduced Section 12J legislation, with the purpose of stimulating investment in local SMEs.

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

The incentive affords investors a tax break of up to 45%, which will depend on the individual or entity investing. Kindly consult your preferred adviser.

The incentive applies to SA taxpayers, which consists of companies, trusts and individuals.

Companies are allowed a limited investment of R5 million per year into qualifying VCCs, limited to their taxable income.

Individual/Trust taxpayers are allowed a limited investment of R2.5 million per year & can enjoy a tax deduction limited to their taxable income. (Refer to investment summary)

  • There is a minimum investment of R100 000.
  • The investor is entitled to claim a 100% Section 12J tax deduction.
  • Investors are required to hold the investment for a minimum period of five years in terms of Section 12J.
  • The company expects to pay the targeted dividends bi-annually

INVESTMENT SUMMARY

INDIVIDUAL │ TRUST │ COMPANY

FEES & NOTES

Akrampeer Investments (Pty) Ltd, as fund managers, will be paid a once-off capital raising fee of 2.5% (two and a half percent) of the funds raised (excluding VAT), as well as an annual fee of 2% (two percent) calculated on total capital under management (excluding VAT).

TERMS & CONDITIONS

The investment will be equity in nature and the investor will acquire shares in AP Global Investments Ltd, which is the SARS approved Venture Capital Company and can provide Section 12J benefit. For more details about the structure, please contact a representative of AP Global Investments Ltd.

All returns mentioned are estimates and past performance is not an indication of future performance.

INVESTMENT DOCUMENTS

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GET IN TOUCH WITH US

Ahmed Ebrahim 

M: 034 312 8274

E: ahmed@akrampeer.com

Nazir Ahmed Akram

M: 082 859 1205

E: nazir@akrampeer.com

HAROUN PEER

M: 082 463 1677

E: haroun@akrampeer.com

About Us

AP GLOBAL INVESTMENTS LTD

VENTURE CAPITAL COMPANY ADMINISTRATORS

Jaltech Structuring (“Jaltech”) is a market leader in the Section 12J space with a significant number of active funds under administration.

Jaltech is the administrative manager of AP Global and part of Jaltech’s administrative function is to undertake compliance assessments for the VCC.

DISCLAIMER

The contents of this document do not constitute and should not be construed as investment, tax, B-BBEE, legal, accounting and/or other advice. For advice on these matters, consult your preferred investment, tax, legal, accounting and/or other advisors about any information contained in this document.

AP Global Investments Ltd (Co Reg. No 2017/522784/06) is an authorised Financial Services Provider.  FSP number 49240 and a SARS Approved Venture Capital Company – VCC – 0118

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