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Perpetua Cash
Enhanced Fund

Fund strategy

The Perpetua Cash Enhanced portfolio is designed for investors who have a need for a competitive return while avoiding any capital loss in the short term. It will aim to deliver returns 1.0% per annum above the Short Term Fixed Interest rate (SteFI) benchmark before fees, and will do so by investing in short-term credit opportunities, notes, derivatives, short-dated government bonds and collective investment schemes/funds.

Portfolio manager

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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.

Pooja Tanna
Pooja is a Portfolio Manager and joined the firm in July 2023. She has portfolio management responsibilities over the fixed income assets both within specialist and multi-asset class portfolios. Pooja heads the fixed income capability at Perpetua.

Pooja has over 18 years financial services experience of which the past 17 years has been spent directly in the field of fixed income. Pooja joined Perpetua from Old Mutual Investment Group where she had been a portfolio manager in the Customized Solutions team. Prior to that Pooja spent 2,5 years at Standard Chartered Bank where she was Head of the Fixed Income Trading Team. The majority of Pooja’s experience has been gained at Nedbank Capital where she spent close to 12 years in various roles but primarily as a senior trader in interest rate derivatives. Pooja has BSc (Hons).