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Perpetua Flexible
Fixed Interest Fund

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Fund strategy

The Perpetua Flexible Fixed Interest portfolio provides investors with a blend of stability, income and capital appreciation. The fund aims to deliver outperformance against the BEASSA ALBI benchmark by investing in credit opportunities, duration positions, structured notes, derivatives and alternative strategies. The fund aims to minimise volatility by utilising the various instruments in the fixed income universe.

Portfolio manager

Pooja Tanna
Pooja Tanna
Portfolio Manager

Latest news

Steady strength: Perpetua’s Domestic Focused Equity portfolio continues to deliver through market cycles
Insights

Steady strength: Perpetua’s Domestic Focused Equity portfolio continues to deliver through market cycles

South Africa’s banks are gearing up for significant issuances – a shift that could reshape listed credit markets and redefine…
Read more
Perpetua Investment Managers | Fixed Income Quarterly Commentary October 2025
Commentaries

Perpetua Investment Managers | Fixed Income Quarterly Commentary October 2025

This quarter’s edition looks at the forces shaping markets - from the Fed’s independence and a resurgent term premium, to…
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What the FLAC is going on?
Insights

What the FLAC is going on?

South Africa’s banks are gearing up for significant issuances – a shift that could reshape listed credit markets and redefine…
Read more

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.

Contact Us
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).

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.