INTRODUCTION TO THE SOUTH AFRICAN SUMMIT FUNDS
SUMMIT PRIVATE EQUITY FUND
The PE Fund is not open to members of the public. The PE Fund will not accept investments from institutional investors without first meeting with the investor or its advisor.
SUMMIT SOCIAL INFRASTRUCTURE FUND
OUR DISTINCT APPROACH TO VALUE CREATION FOR FUND INVESTORS
We source select investment transactions through our extensive networks and long standing relationships, across all facets of the South African economy and within its target sectors that fit each of the Summit Private Equity Fund and Social Infrastructure Fund investment criteria.
Our Fund Management and Value Add teams, differentiate themselves by their strategic approach and insights, backed by years of experience, which allows for future-proofing of investments, deliver projects on time and meet and outperform target returns.
Whether our teams are running proven value engineering strategies for developments or redevelopments, concepts and refinement, or finding the best value creation portfolio management strategy, they’re consistently balancing risk and return.
Summit Africa is genuinely focused on the transformative impact on South Africa and has established an investment strategy and framework which targets the following Social Impact and Business objectives as outlined in our Social Impact Charter:
|The Ecosystem Approach
We Invest in companies that can derive value and offer services to each other bringing increased efficiency and revenue into the businesses.
|Differentiated Fee Structuring, Above Market Hurdle Rate and General Partner Contribution in the Funds
Our Fee structure is unique – we offer lower fees on our products while offering higher rates of return on investment to ensure that we are driven to outperform and to earn our carry.
|Proven superior ability to provide liquidity and deliver and implement exit strategies. Advancement of the Alternative Investment Asset Class: Through training of Trustees, offering job and internship opportunities to graduates, participation in Industry Associations and events and publication of Newsletters, Summit continually participates in the development of our Industry.|