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

Perpetua Global Balanced Fund Annualised Performance for period ended 31 May 2025

Perpetua Global Balanced Fund Asset Allocation

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.

Federal Open Market Committee poised for near-term easing

Posted by Pooja Tanna8th December 2025

Market expectations have consolidated around an imminent rate cut at the upcoming Federal Open Market Committee (FOMC) meeting on the…

Perpetua’s Global Balanced Fund: a balanced approach to opportunity and risk

Posted by Ontshiametse Sedingwe16th November 2025

Over the five years ended 31 October 2025, the Perpetua Global Balanced Fund (“the Fund”) has delivered a return of…

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

Posted by Marketing2nd November 2025

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

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

Federal Open Market Committee poised for near-term easing

Perpetua’s Global Balanced Fund: a balanced approach to opportunity and risk

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

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