Equity Investments

Investments
trusteeboard investments

Equity Investments

Established in 1992, TBI is an owner-managed South African alternative investment and fund management group holding company with a 25-year track record of providing superior returns to its shareholders. The Group is focused on alternative investments including tax-efficient investments, structured investments, Section 12J investments, strategic equity, real estate and renewable energy. The Group not only manages these offerings but also invests its own capital in these investments, to create sustainable long-term shareholder value for its investor base.

Suitable investors
Individuals, trusts and companies, with an investment horizon of five years or longer and a minimum investment of R1 million, looking for an equity investment offering superior long-term returns.

Key features

  • Target return of CPI + 10% per annum over a rolling five-years, subject to long-term JSE trends
  • Target dividend yield of 5%
  • Owner managed by seasoned professionals
  • Annual liquidity offered to shareholders

Established in 1995, TBI Strategic Partners is a subsidiary of the TBI Group, holding its strategic private equity portfolio. It is a South African open-ended investment company and member of the South African Venture Capital Association (SAVCA). TBI Strategic Partners has a focused investment mandate of investing in the small and mid-market investment space, unconstrained by any particular market or sector. It invests in listed or unlisted companies that are considered to be strategic in nature and in funded BEE solutions. It has a proven track record of superior investment returns, where the key driver of success has been assisting investee companies to unlock their long-term growth potential in a sustainable way. TBI Strategic Partners targets investments in good quality, cash-generative businesses with identifiable competitive advantages, strong growth potential, at attractive prices which it holds until exit opportunities are presented.

Suitable Investors
This investment is suitable for investors seeking an opportunity to invest in an existing strategic equity portfolio, with good growth potential and a proven track record of attractive long-term returns. Investors should have a minimum investment horizon of seven to ten years. The minimum initial investment amount is R1 million for new investors.

Key features

  • Target return of CPI + 15% per annum over a rolling five-year period, subject to JSE trends.
  • 100% of the after-tax consolidated profits and after-tax capital proceeds of realised investments less any settlement of outstanding costs (cash realised) will be distributed as Ordinary Dividends.
  • The management team has 170 years cumulative investment experience.
  • Three years notice may be given, after seven years, by shareholders who want to exit their investment. TBI SP will also facilitate trade in its own shares.