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 July 2024
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.
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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.