20 years of investment growth.
Westbrooke is a multi-asset, multi-strategy manager and advisor of alternative investment funds and co-investment platforms.
invest with us
We provide investors with a unique gateway to private market alternative investment opportunities which are traditionally difficult to access.
- Private Debt
- Hybrid Capital
- Real Estate
- Private Equity
- Tax-Enhanced Investing
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Westbrooke Argo Last Mile
UK
Westbrooke Argo Last Mile
USA
Westbrooke Argo Last Mile
RSA
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US tab content
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SA tab content
capital solutions
We support businesses and transactions with fast, flexible, value-added debt and equity solutions which are tailored to meet their needs.
- United Kingdom
- United States
- South Africa
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invest with us
Private equity capital solutions
Corporate capital solutions
invest with the westbrooke advantage
We have a heritage as a shareholder and operator of assets and invest our own capital alongside our investors in Private Debt, Hybrid Capital, Real Estate and Private Equity in the UK, USA and South Africa. With an overriding focus on protecting downside, we seek to generate predictable, risk-managed, compounding returns for our clients, shareholders and management to cement their future prosperity.
our track record
AUM
+ R240 m
Number of transactions
40 000
Years of experience
20 years
Operational countries
3
why invest with westbrooke
- partnership approach
- speed in decision
- accelerated growth
- own your client
- retain economic benefits
- investment track record
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Our partnership model is based on a collaborative approach. Our heritage as an owner and operator of assets allows us to uniquely understand the needs of your business and provide a tailored funding solution.
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Our partnership model is based on a collaborative approach. Our heritage as an owner and operator of assets allows us to uniquely understand the needs of your business and provide a tailored funding solution.
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Our partnership model is based on a collaborative approach. Our heritage as an owner and operator of assets allows us to uniquely understand the needs of your business and provide a tailored funding solution.
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Our partnership model is based on a collaborative approach. Our heritage as an owner and operator of assets allows us to uniquely understand the needs of your business and provide a tailored funding solution.
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Our partnership model is based on a collaborative approach. Our heritage as an owner and operator of assets allows us to uniquely understand the needs of your business and provide a tailored funding solution.
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Our partnership model is based on a collaborative approach. Our heritage as an owner and operator of assets allows us to uniquely understand the needs of your business and provide a tailored funding solution.
our latest news
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westbrooke uk provides £16m across two office schemes
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magic markets ep197: GNU follow-through – are businesses changing?
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SAfm | SA investors look to UK private debt for opportunities
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unpacking alternatives – a guide to investing
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westbrooke opens Q3 fundraise for UK private debt fund
CONTACT US
need more information?
Get in touch with us for a consultation.
westbrooke
yield plus
Earn 7% to 9% p. £ through a diversified
portfolio of 50+ secured UK loans
ABOUT US
what we do
Westbrooke provides investors with a unique gateway to private market alternative investment opportunities which are traditionally difficult to access and provide businesses and entrepreneurs with fast, flexible, value-added debt and equity solutions which are tailored to meet their needs.
Our stakeholders benefit from the depth of experience and quality of our team and from the Westbrooke Investment & Risk Philosophy and Approach. This, together with our highly aligned financial interests, heritage as an owner and operator of assets, track record of performance and our focus on capital preservation allows our stakeholders to invest with the Westbrooke Advantage.
fund overview
- Introduction
- Investment Highlights
- Fund Performance
- Why Westbrooke
- How it works
- Our Partners
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invest with us
Westbrooke Yield Plus Plc (the Fund) is an open-ended Jersey Expert Fund which provides investors with a high-yielding, fixed income alternative investment, through a diversified portfolio of 50 predominantly floating rate private debt transactions mainly in the UK.
The Fund provides a unique investment advantage driven by an asymmetric risk / return profile, which is achieved by providing loans to lower and middle-market UK companies and real estate sponsors, a significantly underserved UK market segment. In the context of a high-interest rate environment, this allows investors to benefit from a target annual return of 7% – 9% per annum in GBP (after fees and costs).
westbrooke yield plus
Launch Date: 2018 Strategy Nav (As of September 2024: GBP176M Fund Type: Open-Ended Jersey Expert Fund and Co-Investment Compartments Regulation: Jersey Financial Services Commission & Prospectus Registered with the South Africa CIPC Current run rate yield in GDP: 7% – 9% P.A. (Net of All Fees and Costs) apply now
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investment highlights
Yielding 7% – 9% p.a. in GBP (net of fees and costs)
Capital preservation focus through senior ranking security
A significant portion of fixed-rate loans provides a hedge should interest rates reduce
Experienced local investment team
Significant shareholder and management capital investment in the fund
Tax-efficient investment structure (dividend and/or CGT)
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performance since inception
Westbrooke Yield Plus’ track record highlights its positioning as an attractive, fixed-income alternative, having successfully generated predictable, hard-currency cash returns which have outperformed various comparatives since inception:
This page is for information purposes only and is not intended to constitute advice in any form. Any terms contained are indicative only and returns are not guaranteed. This page is not a prospectus, a prospectus for this Fund has been registered with the CIPC, and this offering is subject to the terms and conditions in that prospectus which can be obtained here.
This page does not constitute an offer to sell, or a solicitation of an offer to buy, in any jurisdiction in which such offer of solicitation to sell would be unlawful.
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why westbrooke
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how it works
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our partners
south africa / renewable energy capital solutions
Westbrooke is a leading provider of fast and flexible capital to South African solar companies and entrepreneurs that seeking value-added debt and capital solutions.
overview
We partner with leading and reputable South African EPCs, solar developers and asset owners or operators to provide innovative capital solutions across the capital stack.
We look to provide value-adding capital to solar projects and portfolios alongside our partners to accelerate their growth, unlock projects and create sustainable revenue streams.
In collaboration with our partners, we seek to offer their clients bespoke energy solutions without any upfront capital requirements. Through top-tier technology, innovative funding mechanisms and strategic partnerships, we provide sustainable and economically viable solutions tailored to your clients’ needs.
- Why Westbrooke
- Investment Criteria
- Portfolio
- Our Partners
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why westbrooke
Partnership approach
Our partnership model is based on a collaborative approach. Our heritage as an owner and operator of assets allows us to uniquely understand the needs of your business and provide a tailored funding solution
Speed in decision
Partners benefit from access to fast and flexible capital. This allows our partners to scale rapidly, assisting in the expansion of your project pipeline
Accelerated growth and certainty of execution
Capital is readily available for investment, which limits execution risk and ensures our partners have financial strength to commit to projects
Own your client over the long-term
Partnering with Westbrooke ensures that you brand and business maintains a direct and enduring relationship with clients through our business model
Retain economic benefits in the long-term success of projects
Ownership participation and expert asset management and operational services in your project’s / portfolio’s long-term economics ensures a sustainable revenue stream and a resilient business model over the long-term
Investment track record
- R4.5bn invested across SA
- 200 + transactions
- 8 investment professionals
contact us
Saul Maserow
saul@westbrooke.com
+27 (0)76 900 6151
Nox Mlalazi
nox@westbrooke.com
+27 (0)79 151 7872 -
investment criteria
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portfolio
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our partners
why westbrooke?
We believe that our operational experience and expertise through multiple cycles and events over a number of decades gives us, and our investors, a competitive advantage. We are wholly committed to financial alignment. We invest materially alongside our clients and partners in all our funds and investments.
entrepreneurial,
experienced and
aligned
Since inception, we have invested in and led over 180 transactions with a combined deal value of over R12bn. Over this period, our private equity assets have achieved an IRR in excess of 30%. We have a heritage as a shareholder and operator of assets, investing our own capital to develop and grow our businesses and assets.
We believe that our operational experience and expertise through multiple cycles and events over a number of decades gives us, and our investors, a competitive advantage. We are wholly committed to financial alignment. We invest materially alongside our clients and partners in all our funds and investments.
