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Annual
Stewardship Report

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We are pleased to share the sixth edition of Perpetua Investment Managers’ Stewardship & Sustainability Report. In this edition, we report on our active ownership activities during 2025 and explore several important themes shaping today’s investment landscape, including:

Highlights and achievement

  • Our ongoing succession planning journey and its role in ensuring continuity and resilience
  • Key engagement areas covered in 2025, such as water security, responsible and artisanal mining, and the growing risks associated with criminal activity in certain sectors
  • Developments in active ownership, ESG engagement, and market advocacy
  • How Perpetua contributes to advancing responsible investing through our participation in the multi-managed Nedgroup Future Focus Equity Fund
  • Emerging risks and opportunities within South Africa, including the rise of online gambling and the potential implications of social unrest on domestic portfolios

Download our exclusive Stewardship & Sustainability e-book

Discover the essence of true stewardship in our 6th Annual Stewardship & Sustainability Report.

Gain profound insights from our investment management firm’s activities
and actions throughout 2025. Download this enduring e-book to explore responsible allocation, management, and oversight of capital. Find mastery in
collective efforts for positive economic, societal, and environmental impact.
Engage in the wisdom that awaits.

Free download available now

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Approach to Stewardship & Sustainability

2024

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Previous reports

2024

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2023

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2022

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2021

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2020

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Darmhik Naicker

Darmhik joined Perpetua as a Risk & Quantitative Analyst Intern in 2026.

He holds a BCom Honours degree in Statistics and Data Science from the University of Cape Town, with a strong foundation in finance, quantitative analysis, and risk management.

Tasha Xinindlu

Tasha joined Perpetua as a Marketing Intern in 2026. 

She has a Business Administration Degree major in Marketing and Entrepreneurship from Tsiba Business School. 

 

Najmeerah Simons 

Najmeerah Simons is the Finance, Risk and Compliance Manager at Perpetua, where she oversees financial management, regulatory compliance, and risk governance across the business.

 

She brings experience from the Auditor General of South Africa, where she has served in various roles over a six-year period. She has also spent two years prior to her time in audit and assurance at an asset management firm where she worked in local, property and global finance divisions. Najmeerah holds a Bachelor of Business Science specialising in Finance and Accounting from the University of Cape Town and is qualified Chartered Accountant (South Africa).

Tasneem Abrahams

Tasneem joined Perpetua as a Finance and Business Trainee in 2025. 

She has a Business Administration Degree major in Finance and Investments from Tsiba Business School. 

Samantha Edwards

Samantha joined Perpetua as a Client Service Intern in 2025. 

She has a Business Administration Degree major in Finance and Investments from Tsiba Business School. 

Sisipho Jokazi

Sisipho joined Perpetua as a Business Analyst in November 2025. Before joining Perpetua, she spent 6 years at M&G Investments Southern Africa in the Institutional Clients team as an Institutional Client Associate providing client service support on a range of clients. At Perpetua, she is responsible for providing support in the servicing of clients; business development support (assisting in growing client base); components of client account management such as handling investment-related queries, performance analysis, and risk reporting. 

 

She holds a BBA degree and PGDip from TSiBA Business School and Regent Business School respectively. 

Jason Clark

Jason joined Perpetua as an Investment Performance & Risk Analyst. He is responsible for evaluating, measuring, and reporting on the performance and risk of the investment portfolios.

 

He brings experience from Luxcara, a German clean-energy asset manager, and Allan Gray, where he served in various roles over a five-year period. Jason holds Bachelor’s and Honours degrees in Economics from Stellenbosch University and is currently pursuing an MSc at the University of Bath. He also holds the CIPM® designation through the CFA Institute, specialising in investment performance measurement.