Strategy
Performance
Asset Allocation
The Fund Strategy
In order to achieve its objective, the portfolio can invest in a combination of assets in liquid form, money market instruments, interest bearing instruments, bonds, debentures, corporate debt, equity securities, property securities, preference shares, convertible equities, derivatives and non-equity securities. The manager may from time to time invest in participatory interests in portfolios of collective investment schemes registered in the Republic of South Africa which are consistent with the portfolio’s investment policy. The portfolio’s net equity exposure will range between 0% and 75% of the portfolio’s net asset value. The portfolio will be managed in accordance with regulations governing pension funds. The portfolio will also be allowed to invest in listed and unlisted financial instruments (derivatives) as allowed by the Collective Investment Schemes Control Act from time to time. The Manager shall be permitted to invest on behalf of the portfolio in offshore investments as legislation permits.
Perpetua SCI Balanced Fund Annualised Performance for period ended 31 August 2026
Perpetua SCI Balanced Fund Asset Allocation
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Mastering insightful investing
Perpetua is independent, owner-managed investment management firm. We strive for excellence in performance, conduct and engagement and operate out of a purpose-driven culture.
We consistently employ a long-term investment approach that is thoughtful, rigorous and that doesn’t follow the crowd.
We consistently employ a long-term investment approach that is thoughtful, rigorous and that doesn’t follow the crowd.
