Strategy
Performance
Sector Allocation
The Fund Strategy
The Perpetua SCI Relative Equity Fund aims to deliver superior risk-adjusted returns relative to the market benchmark in the medium to long term by using Perpetua’s bottom-up research and stock selection, and high conviction portfolio construction within a defined risk-conscious investment process. The Fund is suitable for investors who are seek long term alpha generation from a strategy benefiting from strong stock selection while seeking to minimise permanent capital loss.
The Portfolio Managers

Patrick Ntshalintshali
Portfolio Manager

Delphine Govender
Chief Investment Officer
Perpetua SCI Relative Equity Fund Annualised Performance for period ended 31 December 2024
Perpetua SCI Relative Equity Fund Sector Allocation
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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.
We consistently employ a long-term investment approach that is thoughtful, rigorous and that doesn’t follow the crowd.