HOW IT WORKS
MeTTa Capital selects a sophisticated portfolio of Section 12J investing strategies and allows an investor a single point of entry, satisfying the number one rule of investing…. Diversification.
Here’s what you can expect.
You mandate MeTTa Capital to collect and distribute all your investment documentation, including your tax certificates which entitle you to your 100% tax deduction.
All your Section 12J investments now exist within one statement. Our market-leading reporting service provides you each quarter with:
- A Portfolio Fact Sheet.
- A personalised consolidated holdings and cash activity statement showing the latest value and returns of each 12J investment.
- Individual newsletters detailing the most recent developments within each fund.
- Constant updates and information on the exit options of each investment towards the end of their terms (5-6 years).
MONITORING & REPORTING
Provide each investor and/or their wealth manager with their own personalised quarterly investment statement and newsletter through our reporting and distribution partner, Prescient Fund Services.