Investment Objectives
Investment Strategy
The Fund employs a disciplined investment approach focusing on middle-market private equity opportunities across diverse sectors. Our investment strategy encompasses growth capital, buyout transactions, and special situations.
Investment Focus Areas:
- Growth Capital: Minority investments in established companies with strong growth trajectories and scalable business models
- Management Buyouts: Partnering with experienced management teams to acquire established businesses with proven cash flow generation
- Special Situations: Opportunistic investments in companies undergoing transformation, restructuring, or requiring strategic capital
- Sector Diversification: Investments across healthcare, technology, consumer goods, industrial services, and financial services
Fund Details
| Risk Profile | High |
| Benchmark | CPI + 8% |
| Target Objective | n/a |
| Time Horizon | 5-7 years |
| Liquidity Profile | 12 months |

Key Information
| Management Fee | 1.6% |
| Currency | South African Rand |
| Investment Manager | IFSA (PTY) LTD |
| Regulation 28 Compliant | No |
| Minimum Investment | Platform Dependant |
*Please refer to the full fund fact Sheet before making investment decisions.
Suitable Investors
The Fund is suited to sophisticated high net worth individuals and qualified investors who understand the characteristics of private equity and alternative asset classes.
The Fund is an aggressive investment because of the nature of the underlying investments.
The Fund is suitable for investors who would like a return over the long term, while accepting limited liquidity and the risks inherent with private equity.
Investors should have a minimum investment horizon of 5 to 7 years and understand the liquidity restrictions associated with the fund.
Note: No investment guarantees are offered and there is a risk of capital loss. It is not advisable for an investor to have a large proportion of their investment portfolio concentrated in private equity.
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