Perpetua Domestic
Balanced
Balanced
Strategy
Performance
Asset Allocation
Fund strategy
The Perpetua Domestic Balanced portfolio is a multi-asset class portfolio investing in equities, bonds, cash and commodities in South Africa, subject to the restrictions of Regulation 28. The Fund is managed in a manner to deliver returns above long term target of SA CPI+5%. The strategy benefits from Perpetua’s top-down macro driven asset allocation process combined with bottom-up fundamental asset class research and stock-picking.
Portfolio managers

Delphine Govender
Chief Investment Officer

Lonwabo Maqubela
Deputy Chief Investment Officer

Patrick Ntshalintshali
Portfolio Manager
Perpetua Domestic Balanced Fund Annualised Performance for period ended 31 December 2024
Perpetua Domestic 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.