Skip to content

Perpetua Flexible
Fixed Interest Fund

Invest Today
Fund Factsheet

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

The Lesser Evil: why the SARB needs to cut interest rates
Insights

The Lesser Evil: why the SARB needs to cut interest rates

Recently, I attended a global financials conference where I had the opportunity to meet with leaders from both listed and…
Read more
Perpetua’s 7th annual investment career workshop
Investing perspectives

Perpetua’s 7th annual investment career workshop

Perpetua Investment Managers is thrilled by the success of our 7th annual investment career workshop for young women hosted on…
Read more
Digesting the possibility of a coalition government
Spotlight

Digesting the possibility of a coalition government

The biggest winner in South Africa’s 2024 national elections was the demonstration of how the country’s maturing democracy has progressed.…
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).