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How investing overseas can help secure your financial future
Open the door to investing in the world’s best businesses.

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Welcome to Peters MacGregor

We are a value based investment manager and we pride ourselves on doing things differently – and well. It’s why our clients have invested in our Global Equities Portfolio since 1999. Our clients have been rewarded through our rigorous focus, long-term approach and contrarian outlook. As proof of this, a $100,000 investment in our Individually Managed Account in January 2000 would today be worth $730,420 (as of September 2016), a 630% return.* We explore the globe for opportunities, often going where others will not. We thoroughly analyse companies, markets and economies, searching for only the very best prospects that have a demonstrable competitive advantage. We form an in-depth understanding of these businesses and will only invest when our strict criteria have been met. Only a few companies are eventually selected. It’s a bespoke and proven approach that has served our clients well for over 16 years. As a Peters MacGregor client you will have access to a concentrated global equities portfolio that takes the hard work out of investing in global markets. If you or your clients are looking for a truly unique, proven approach to investing, you’ve come to the right place.

Our long-term performance*

IMA Net Performance  - September 2016

*Important information: Performance for the period 20 January 2000 to 30 September 2016. Intra year performance figures are unaudited. Performance figures are historical and not necessarily an indication of future performance. The Individually Managed Account (IMA) performance figures represent the average returns over all the IMAs during the relevant periods. Each IMA will generate discrete returns depending on its portfolio structure from time to time. The net returns have been calculated assuming a 20% performance fee (calculated quarterly with high water mark) on the aggregate Australian dollar denominated accounts. IMA investors have the option between a performance fee and a flat annual management fee. Actual returns for the composite are higher than stated as flat annual fee clients have paid less fees on average. The net returns are net of management fees and before taxes.