Perpetua Global Balanced Fund – Institutional

Perpetua Global
Balanced Fund

Fund strategy

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Portfolio managers

Delphine Govender

Chief Investment Officer

Lonwabo Maqubela

Deputy Chief Investment Officer

Patrick Ntshalintshali

Portfolio Manager

Key Notes

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ASISA Fund Classification

South African – Equity – General

Risk Profile

Aggressive

Fund Inception

22/09/2014

Benchmark

South African – Equity – General

Portfolio Managers Comment

As at 31 December 2022

The Perpetua SCI Equity portfolio produced a net return of 9.9% in the fourth quarter of 2022, compared to the 12.2% of the JSE Capped SWIX. The return of the Fund for the 1- year period ended December 2022 was 8.7% vs the JSE Capped SWIX’s 4.4%, outperforming the benchmark by 4.3% for the year. Over the longer 3-year period, the Fund produced a return of 10.4% per annum (after fees), in line with the benchmark return of 10.6% per annum.

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Mastering insightful investments

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.

Perpetua Global Balanced Fund – Institutional

Perpetua Global Balanced Fund Annualised Performance for period ended 30 September 2026

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Perpetua Investment Managers (Pty) Ltd is an authorised financial services provider, registration number 2006/014297/07 and FSP number 29977