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November 16, 2025
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Perpetua’s Global Balanced Fund: a balanced approach to opportunity and risk

Over the five years ended 31 October 2025, the Perpetua Global Balanced Fund (“the Fund”) has delivered a return of 17.7% p.a., an outcome of the portfolio management team’s disciplined approach to portfolio construction and dynamic asset allocation. The Fund blends a strategic long-term asset allocation with tactical shifts informed by top-down macroeconomic factors, while bottom-up stock selection remains a key return contributor.

16th November 2025

Jason Clark

Jason joined Perpetua as an Investment Performance & Risk Analyst. He is responsible for evaluating, measuring, and reporting on the performance and risk of the investment portfolios.

 

He brings experience from Luxcara, a German clean-energy asset manager, and Allan Gray, where he served in various roles over a five-year period. Jason holds Bachelor’s and Honours degrees in Economics from Stellenbosch University and is currently pursuing an MSc at the University of Bath. He also holds the CIPM® designation through the CFA Institute, specialising in investment performance measurement.