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

Perpetua Cash Enhanced Fund Annualised Performance for period ended 31 July 2024
Perpetua Cash Enhanced Fund Sector 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.