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  • ALPHA WAREHOUSE

    ALPHA WAREHOUSE

    Sector: 
    Mortgage Loans

    Date of investment:
    2012

    Investment partners:
    HIFSA, SA Home Loans and Futuregrowth

    Development:
    This investment provides home loans to the affordable segment of the market in South Africa. The loan book is originated and managed by SA Home Loans, one of South Africa’s largest non-bank specialist home loan providers.
     
    www.sahomeloans.com

    Funds:
    • Housing Impact Fund South Africa (HIFSA)
    Status:
    • Current


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  • ARIFSA

    ARIFSA

    Sector: 
    Property Development – Rental 

    Date of investment: 
    2013

    Investment partners: 
    HIFSA

    Business synopsis:
    The Affordable Rental Investment Fund South Africa (ARIFSA) is a Vesting Trust that holds interest in property owning SPVs. The property SPVs invest in the development of housing units predominately used for rental purposes. The investments encompass the full property cycle from the property purchase, rental and ultimate sale. ARIFSA partners with experienced rental operators to manage the rental portfolios. ARIFSA strives to develop and buy units from the HIFSA developments specifically.

    Currently there are two active rental portfolios in ARIFSA. These are:

    Karino Housing Portfolio
    in the Karino Lifestyle Estate, Mbombela in Mpumalanga. The portfolio consists of 219 residential units which are rented out at an average of R3 830 rental per month.

    To view the rental units go to: http://karino.co.za/estate/rentals/

    Uvest Housing Portfolio is a portfolio of residential rental units situated in the Belladonna and Buhrein Estates in Cape Town, Western Cape. Currently there are 125 units in Belladonna and 289 units in Buhrein in the portfolio. The average rental in Belladonna is R4 000 per month and in Buhrein it is R4 600 per month (as at December 2015). 

    To view the rental units go to: http://www.mspd.co.za/belladonna-estate-rentals/

    http://www.uvest.co.za/housing-porfolio-rf1/

    Portfolios in development currently include the following (all HIFSA projects):

    • Selcourt, Springs, Gauteng
    • Crystal Park, Benoni, Gauteng
    • Andeon, Kirkney, Pretoria, Gauteng
    • Raceway Park, Mangaung, Free State 

    Funds:
    • Housing Impact Fund South Africa (HIFSA)
    Status:
    • Current


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  • ATM Solutions

    ATM Solutions

    Sector:
    Financial Services - Equipment

    Date of investment:
    2008

    Business synopsis:
    ATM Solutions has deployed and operates over 5 000 ATMs across Southern Africa in a wide range of industries and locations, including underdeveloped markets. 

    The R140 million transaction was successfully wound down in 2013.

    Funds:
    • Financial Sector Charter Fund
    Status:
    • Realised


    http://www.paycorp.co.za/atm-solutions CLOSE
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  • AZAADVILLE GARDENS

    AZAADVILLE GARDENS

    Sector: 
    Property Development – Greenfields Housing

    Date of investment:
    2015

    Investment partners:
    HIFSA

    Development:
    Azaadville Gardens is situated in Randfontein, Gauteng, and the development will consist of 325 housing units. The site is well located with easy access to three major roads that link to the Krugersdorp, Randfontein and Roodepoort nodes. The development manager is RBA Homes.
     
    To view houses for sale go to: http://rbahomes.co.za/developments/johannesburg/azaadville-gardens

    Funds:
    • Housing Impact Fund South Africa (HIFSA)
    Status:
    • Current


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  • basa

    BASA SCHOOLS

    basa

    BASA SCHOOLS

    Sector:
    Infrastructure - Education

    Date of investment:
    2013

    Investment type:
    Senior Debt, Junior Debt, and Equity

    Investment partners:
    BASA Educational Institute Trust, Schools Fund

    Business synopsis:
    BASA Educational Institute Trust provides low-fee paying independent schools to previously disadvantaged communities. Founded in 1992, BASA currently run five schools in Soweto, the Johannesburg inner city and Diepsloot. In January 2013, the Schools Fund signed an agreement to finance the renovation and construction of the following schools:

    BASA PROTEA GLEN PRIMARY SCHOOL, SOWETO, GAUTENG

    About the School: BASA Protea Glen Primary School is a co-ed English-medium school that caters for learners from Grades R to 7. They also have aftercare and sports facilities.
    Number of learners enrolled in 2016: 1 701 learners
    Status: Renovations in 2016, re-opening in 2017

    BASA PROTEA GLEN HIGH SCHOOL, SOWETO, GAUTENG

    About the School: BASA Protea Glen High School is a co-ed English-medium school that caters for learners from Grades 8 to 12.
    Number of learners enrolled in 2016: 534 learners
    Status: Fully operational

    Maximum enrolment number for both schools after all renovations:
    2 890

    Funds:
    • Schools Investment Fund
    Status:
    • Current


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  • bayport

    Bayport Securitisation

    bayport

    Bayport Securitisation

    Sector:
    Financial Services – Unsecured Lending

    Date of Investment
    2008

    Business Synopsis
    Bayport Financial Services provide financial solutions suited to the needs of an inclusive and broad customer base. They are one of South Africa's largest non-bank providers of unsecured credit and allied products. Through their nationwide footprint they are able to effectively service their clients no matter how remote their location.

    Funds:
    • Financial Sector Charter Fund
    Status:
    • Current


    http://www.bayportsa.com CLOSE
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  • Circlevest

    CIRCLEVEST SECURITISATION

    Circlevest

    CIRCLEVEST SECURITISATION

    Sector:
    Developmental Property – Rental

    Date of investment:
    2010

    Investment partners:
    HIFSA, Vestfund, Quickleap Investments, Futuregrowth

    Business synopsis:
    Circlevest Securitisation is a property investment operating company.  There are currently 2 500 residential rental units in the portfolio, mainly in the Johannesburg inner city areas such as Berea, Hillbrow, Marshalltown and New Doornfontein. The properties are managed by Ithemba Property Trust. 

    To view rental go to: www.ithembaproperty.co.za/

    Funds:
    • Housing Impact Fund South Africa (HIFSA)
    Status:
    • Current


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  • CRYSTAL PARK

    CRYSTAL PARK

    Sector:
    Developmental Property – Greenfields Housing

    Date of investment:
    2012

    Investment partners:
    HIFSA

    Business synopsis:
    Crystal Park is a residential suburb of Benoni, Gauteng, located just off the R51 (which links up to the N12 highway). Crystal Park is a mixed-use development aimed at addressing the shortage of affordable housing in the area. In total over 4 000 housing units will be constructed in different phases. The development manager is RBA Homes.

    To view houses for sale go to: http://rbahomes.co.za/developments/east-rand/crystal-park/gallery

    Funds:
    • Housing Impact Fund South Africa (HIFSA)
    Status:
    • Current


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  • IZWE_Loans

    IZWE LOANS SECURITISATION

    IZWE_Loans

    IZWE LOANS SECURITISATION

    Sector:
    Incremental Housing Loans

    Date of investment:
    2011

    Investment partners:
    HIFSA and Izwe Holdings

    Business synopsis:
    Izwe Loans Securitisation is an established micro-finance group that provides personal financing services in the form of incremental housing loans, education loans and other general loans. The target market is lower to middle income households. Loans are advanced country-wide to end-consumers via their call centres and on-line platforms.

    Funds:
    • Housing Impact Fund South Africa (HIFSA)
    Status:
    • Current


    www.izweloans.com/ CLOSE
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  • LATTAKOO ESTATE

    LATTAKOO ESTATE

    Sector:
    Property Development – Greenfields Housing

    Date of investment:
    2011

    Investment partners:
    HIFSA

    Business synopsis:
    Lattakoo Estate is situated adjacent to the N14 in Kathu, Northern Cape. This estate is a mixed use development of some 2 400 housing units and will include schools, retail, medical and sporting facilities. The development aims to meet some of the needs created by the mining expansion in the region. The development manager is MSP Developments

    To view houses for sale and rent go to: http://www.mspd.co.za/current_developments/

    Funds:
    • Housing Impact Fund South Africa (HIFSA)
    Status:
    • Current


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  • Curro-Meridian

    MERIDIAN

    Curro-Meridian

    MERIDIAN

    Sector:
    Infrastructure - Education

    Date of investment:
    2012

    Investment type:
    Senior Debt, Junior Debt, and Equity

    Investment partners:
    Curro Holding Ltd, Schools Fund

    Business synopsis:
    Meridian schools provide quality affordable education across South Africa. The legal entities responsible for the Meridian schools are ring-fenced structures, with the schools being operated managed by the Curro Holdings Ltd. The following schools form part of this:

    NORTHERN ACADEMY, POLOKWANE, LIMPOPO - 2 schools

    About the School: Northern Academy is a co-ed English-medium Meridian school catering for Grades R to 12 and offers hostel, aftercare and sports facilities.
    Current number of learners: 4 727 (2 335 boarders)
    Combined maximum enrolment number: 5 094 learners (2 789 boarders)
    Status: Fully operational

    MERIDIAN KARINO, NELSPRUIT, MPUMALANGA - 2 schools

    About the School:
    Meridian Karino is a co-ed English-medium school that caters for learners from Grades R to 12. The school provides boarding and sports facilities.
    Number of learners enrolled in 2016: 760 learners (160 boarders)
    Maximum enrolment number: 1 500 learners (350 boarders)
    Status: Fully operational

    Website: http://www.curro.co.za/schools/mpumalanga/meridian-karino.aspx

    MERIDIAN PINEHURST, CAPE TOWN, WESTERN CAPE – 2 schools

    About the School:
    Meridian Pinehurst is a co-ed English-medium school that caters for learners from Grades R to 12. They also have a nursery school as well as pre-care and aftercare facilities as well as sports facilities.
    Number of learners enrolled in 2016: 1 562 learners
    School at full capacity: 2 096 learners
    Status: Fully operational

    Website: http://www.curro.co.za/schools/western-cape/meridian-pinehurst.aspx


    MERIDIAN RUSTENBURG, TLHABANE, NORTH WEST
    – 2 schools

    About the School:
    Meridian Rustenburg is a co-ed English-medium school catering for Grades R to 12 and offers aftercare and sports facilities.
    Number of learners enrolled in 2016: 1 100 learners
    School at full capacity: 1 495 learners
    Status: Fully operational

    MERIDIAN COSMO CITY, JOHANNESBURG, GAUTENG
    – 2 schools

    About the School:
    Meridian Cosmo City is a co-ed English-medium school catering for Grades R to 12 and offers aftercare and sports facilities.
    Current number of learners: 1 420
    School at full capacity: 2 550 learners
    Status: Phase 2 is currently being developed, expected completion date is end 2016.

    MERIDIAN NEWCASTLE, NEWCASTLE, KWAZULU-NATAL – 2 schools

    About the School: Meridian Newcastle is a co-ed English-medium school catering for Grades RR to 11, with Grade 12 due to be added in 2017. Included in the school’s state of the art facilities are modern computer laboratories.
    Number of learners enrolled in 2016: 370
    School at full capacity: 1300
    Status: Fully operational

    Funds:
    • Schools Investment Fund
    Status:
    • Current


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  • mettle

    METTLE Property Solutions Securitisation (MPSS)

    mettle

    METTLE Property Solutions Securitisation (MPSS)

    Sector:
    Property Development – Greenfields Housing

    Date of investment:
    2011

    Investment partners:
    HIFSA

    Business Synopsis:
    HIFSA, through MPSS is invested in the following developments:

    Kirkney Village in Tshwane (Pretoria), Gauteng comprises full title free standing homes developed by RBA Homes. The development is close to the Tshwane CBD, and to schools, shops and other amenities. The total development consists of some 2 300 housing units.

    To view houses for sale go to: www.rbahomes.co.za/developments/tshwane/kirkney-village

    Belladonna Estate in Blue Downs (Cape Town), Western Cape, comprises 740 units in a lifestyle estate with public open spaces and a 24-hour security patrolling service. The estate has easy access to transport routes with schools, clinic and shops close by. The development was completed and all the units sold in 2015. The developer was MSP Developments.

    To view houses for sale go to: http://www.mspd.co.za/development/belladonna-estate/

    Buh-Rein Estate in Kraaifontein (Cape Town), Western Cape, is an award winning security estate that will consist of over 3 000 housing units, including apartments, townhouses and houses. Buh-Rein has pedestrian walkways, parks, sports fields, a club house, a pool, a shopping centre, a crèche and a medical centre. The developer is MSP Developments.

    To view houses for sale go to: www.buhreinestate.co.za/

    Selcourt City in Springs (Johannesburg), Gauteng will comprise the development of 1 200 housing units. The developers are Similan Consult/Endecon.

    To view houses for sale go to: http://www.selcourtestate.co.za/

    Karino Estate in Mbombela (Nelspruit), Mpumalanga is an award winning security estate that will ultimately comprise 1 700 housing units. The estate is one of the safest, secure, largest (in time) and most affordable estates in South Africa. The Karino Meridian low-fee independent school opened in 2014. Also underway are plans to construct a shopping centre just outside of the estate, The Crossings Karino Mall. The development team consists of Similan Consult/Endecon and Laeveld Trust.

    To view houses for sale go to: www.karino.co.za/ 

    Olievenhoutbosch in Centurion, Tshwane (Pretoria), Gauteng.

    This development is situated on the R55 between Kyalami and the N14. It will comprise 89 freehold housing units, as well as parks. The developer is Construct Capital.

    Funds:
    • Housing Impact Fund South Africa (HIFSA)
    Status:
    • Current


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  • blank

    ORCHARDS

    blank

    ORCHARDS

    Sector:
    Property Development – Greenfields Housing

    Date of investment:
    2015

    Investment partners:
    HIFSA, RBA Holdings

    Business synopsis:
    Orchards is a well-established sought-after suburb to the North West of Pretoria. This transaction involves the acquisition of 668 fully serviced stands and making it available for the construction of houses once a construction bond has been approved to the house buyer. The development manager is RBA Homes.

    Funds:
    • Housing Impact Fund South Africa (HIFSA)
    Status:
    • Current


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  • thornvie

    Prestige Schools

    thornvie

    Prestige Schools

    Sector:
    Educational Infrastructure

    Date of investment:
    2014

    Investment type:
    Senior Debt and Equity

    Investment partners:
    Barnstone Education Management Services (Pty) Ltd, Schools Fund

    Business synopsis:
    The Schools Fund has partnered with a team of educational specialists from Prestige College in Hammanskraal and the Barnstone Group to finance the development and operation of six low-fee independent schools under the Prestige brand. The first Prestige Thornview College in Soshanguve opened its door in 2015, and a second school is currently being built in Benoni, Johannesburg.

    THORNVIEW PRESTIGE COLLEGE, SOSHANGUVE, PRETORIA, GAUTENG – 2 schools

    About the School:
    A co-ed English-medium school catering for Grades RR to 11 and offering aftercare and sports facilities.
    Number of learners enrolled in 2016: 1 386
    School at full capacity: 1 680 learners
    Status: Fully operational

    Website: http://www.prestigecol.co.za/

    Funds:
    • Schools Investment Fund
    Status:
    • Current


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  • Pulse-Urban-Properties

    PULSE URBAN PROPERTIES

    Pulse-Urban-Properties

    PULSE URBAN PROPERTIES

    Sector:
    Rental Property

    Date of investment:
    2011

    Investment partners:
    HIFSA, True Group

    Business synopsis:
    Pulse Urban Properties is a housing development and property management holding company. The company acquires buildings and converts them into affordable residential units for rent and sale. A significant portion of the portfolio is invested in student accommodation. The buildings are located in Johannesburg, Pretoria, Sasolburg, Bloemfontein, East London, Alice and Cape Town. There are currently about 3 772 student beds and 1 407 residential units in the portfolio of 70 buildings (as at March 2016). The properties are managed by Pulse Property Group.

    To view rental go to: www.pulseliving.co.za/

    Funds:
    • Housing Impact Fund South Africa (HIFSA)
    Status:
    • Current


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  • blank

    REAL LIVING SPACES

    blank

    REAL LIVING SPACES

    Sector:
    Property Development – Greenfields Housing

    Date of investment:
    2011

    Investment partners:
    HIFSA

    Business synopsis:
    This is a partnership with development manager, Rand Leases Properties.  We are invested in the following housing estates:

    Parkdene in Boksburg, Gauteng is close to the town’s CBD. This mixed-use development will consist of 1 681 units in an integrated development, providing for a range of affordability categories. These will include double or triple storey apartment blocks (“walk ups”), and some free standing units.

    Rand Leases ext. 12 in Roodepoort, Gauteng borders Main Reef Road (a main transport corridor) and is about 2km from the old Roodepoort CBD.

    Rand Leases ext. 13 in Roodepoort, Gauteng borders Main Reef Road, where part of an old gold mining village will be restored alongside the new housing developments.

    Rand Leases ext. 14 in Roodepoort, Gauteng is situated along Main Reef Road and next to extension 12.

    Funds:
    • Housing Impact Fund South Africa (HIFSA)
    Status:
    • Current


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  • real-people

    Real People Home Improvement Finance

    real-people

    Real People Home Improvement Finance

    Sector:
    Financial Services Home Improvement Finance

    Date of investment:
    2009

    Investment partners:
    Real People Investment Holdings

    Business synopsis:
    Real People Home Improvement Finance has as its primary purpose the extension of predominantly FSC-compliant retail loans to consumers to buy building materials for home improvements.

    Funds:
    • Financial Sector Charter Fund
    Status:
    • Current


    http://www.realpeople.co.za/ CLOSE
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  • real-people

    Real People Investment Holdings

    real-people

    Real People Investment Holdings

    Sector:
    Financial Services

    Date of investment:
    2008

    Investment partners:
    Management; Aureos; Norfund

    Business synopsis:
    Real People Investment Holdings is a group of companies that provides financial services and products. They share their expertise to drive financial wellness. The businesses consist of home improvement finance, education finance, business finance and debt management and collections.

    Funds:
    • Financial Sector Charter Fund
    Status:
    • Current


    http://www.realpeoplegroup.co.za/ CLOSE
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  • royals_1

    ROYAL SCHOOLS

    royals_1

    ROYAL SCHOOLS

    Sector:
    Educational Infrastructure - Education

    Date of investment:
    2013

    Investment type:
    Senior Debt and Equity

    Investment partners:
    Royals Management Company, Schools Fund

    Business synopsis: The Schools Fund joined forces with educational specialist and businessman, Dr Bennie Fourie, to establish the Royals Management Company. Royals is financing the development and operations of three low-fee independent schools. These schools are:

    PRINCESS PARK COLLEGE, PRETORIA, GAUTENG – 2 schools

    About the School: This co-ed English-medium school caters for Grades R to 12 and offers aftercare.
    Number of learners enrolled in 2016: 764 learners
    School at full capacity: 950 
    Status: Fully operational
    Website: http://www.princessparkcollege.co.za/

    QUEENS PRIVATE SCHOOL IN PRETORIA, GAUTENG – 2 schools

    About the School: This co-ed English-medium school caters for Grades R to 12.
    Number of learners enrolled in 2016: 429 learners
    School at full capacity: 680 learners
    Status: Fully operational
    Website: http://www.queensprivateschool.co.za/

    ROYALS ALBERTON, ALBERTON, GAUTENG – 2 schools
    Co-ed English medium school caters Grade R to 11 (with further grades being phased in) and offers sports facilities.
    About the School: This co-ed English-medium school caters for Grades R to 12 and offers aftercare and sports facilities.
    Number of learners enrolled in 2016: 1 064 learners
    Maximum enrolment number: 1 655 learners
    Status: Fully operational

    Website:
    http://www.royalschoolalberton.co.za/

    Funds:
    • Schools Investment Fund
    Status:
    • Current


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  • siyakha

    SIYAKHA FUND

    siyakha

    SIYAKHA FUND

    Sector:
    Financial Services - Mortgage Finance

    Date of investment:
    2007

    Business synopsis:
    Siyakha Fund RF (Pty) Ltd is a rated securitisation of FSC-qualifying mortgage loans originated and managed by Standard Bank.

    Funds:
    • Financial Sector Charter Fund
    Status:
    • Current


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  • South_Point

    SOUTH POINT

    South_Point

    SOUTH POINT

    Sector:
    Student Accommodation – Rental

    Date of investment:
    2011

    Investment partners:
    HIFSA and South Point Management Services

    Business synopsis:
    South Point Properties is a specialist student accommodation operator with more than 5 000 student beds in their portfolio. The portfolio also includes retail and parking in certain buildings, as well as one commercial building. Buildings are located in Johannesburg, Pretoria, Durban and Cape Town. The property manager is South Point Management Services.

     To view rental go to: www.staysouthpoint.co.za

    Funds:
    • Housing Impact Fund South Africa (HIFSA)
    Status:
    • Current


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  • SPACE SECURITISATION

    SPACE SECURITISATION

    Sector:
    Property Development - Greenfields

    Investment partners:
    HIFSA, Third Avenue Investments (Probuild and Renprop), Vuwa and National Housing Finance Corporation (NHFC)

    Business synopsis:
    This partnership is invested in the following developments that target the affordable market:

    Beverley Hills in Evaton West, Gauteng, is a mixed-income development comprising 1 733 affordable and Finance Linked Subsidy Programme (FLISP) housing units close to schools and a shopping centre.

    Sunset Manor in Kimberley, Northern Cape, is a development that comprises some 1 900 housing opportunities to address the housing backlog in the area.

    Oasis Palms in Randfontein, Gauteng, will contain a total of 583 housing opportunities. The final development phase comprises sectional title units and apartments.

    Glenway Estate in Mamelodi, Tshwane, Gauteng is a new development that will ultimately comprise some 6 000 housing units with schools, parks and amenities. The development manager for phase 1 is Cosmopolitan Projects.

    Raceway Park in Bloemfontein, Mangaung in the Free State is strategically located within the Mangaung Metro’s key economic development zone, along the N8 corridor and also close to the airport. This development comprises of 2 208 housing opportunities, with planned retail and commercial sites, as well as a school site. The development manager is Aquacor.

    Fourleaf Estate in Port Elizabeth, Eastern Cape, is a series of modern ‘village’ cluster developments, comprising of 443 housing opportunities in close proximity of the newly developed Baywest Mall. The development manager is Similan/Endecon.

    www.fourleafestate.co.za

    Hillside in Lenasia South, Gauteng is a new development comprising 1 015 housing opportunities, adjacent to a well-established community. The development manager is Trustgro.

    Pienaarspoort in Mamelodi, Tshwane Gauteng is a proposed new development with some 849 housing opportunities. This development is close to the railway line and main road links to Tshwane and surrounds.

    Funds:
    • Housing Impact Fund South Africa (HIFSA)
    Status:
    • Current


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  • blank

    ST CHRISTOPHERS

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    ST CHRISTOPHERS

    Sector:
    Educational Infrastructure - Education

    Date of investment:
    2015

    Investment type:
    Senior Debt

    Counterparty:
    Van Daalen Family

    Business synopsis: The Schools Fund provided debt to the Van Daalen family to buy property and renovate existing buildings into an affordable independent school in Port Elizabeth. The school will deliver education to 1 280 learners.

    Funds:
    • Schools Investment Fund
    Status:
    • Current


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