Focused Equity Fund
Fund strategy
The Perpetua Global Equity UCITS Fund aims to outperform the benchmark MSCI All Country World Index in the medium to long term by using Perpetua’s bottom-up research and stock selection to build a high conviction portfolio within a defined risk-conscious investment process, consisting of shares listed on developed and emerging market stock exchanges. The Fund is suitable for investors who accept short term volatility in the pursuit of long term alpha generation. The strategy is available as a segregated portfolio for clients investing in excess of $25m.
Portfolio managers

Delphine Govender
Chief Investment Officer

Perpetua Global Focused Equity Fund Annualised Performance for period ended 31 December 2024
Perpetua Global Focused Equity Fund Annualised Performance for period ended 30 September
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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.