Finding value in world-class businesses

A global equity portfolio for patient, long-term investors

Proven long term, contrarian approach
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Performance

Our Individually Managed Accounts have achieved a 12.6% p.a. return since inception (January 2000)* by finding a number of great companies with great management and buying them at a great price.
Investment Growth of $1,000,000
As at 30 September 2017

* Performance for the period 20 January 2000 to 30 September 2017. Past performance is not an indicator of future performance. The IMA performance figures represent the average returns over all the individually managed accounts (“IMA”) during the relevant periods. Each IMA will generate discrete returns depending on its portfolio structure from time to time. The gross returns reflect actual returns for the Australian dollar denominated accounts. 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. Intra year performance figures are unaudited. The returns are net of management fees and before taxes. The MSCI figures are the MSCI ACWI NR AUD Index. Note the MSCI ACWI GR AUD was used prior to 1 January 2001 as the MSCI ACWI NR AUD Index did not exist.

How can I invest?

Three ways to invest in our global equity portfolio:
Peters MacGregor Global Fund

Peters MacGregor Global Fund

The easiest way to access our Global Equities strategy

Managed fund

Annual distributions

Minimum investment $10,000*

Invest Here
*Minimum investment of $5,000 with Regular Investment Plan
Peters MacGregor Global Fund

Peters MacGregor Global Fund

The easiest way to access our Global Equities strategy

Managed fund

Annual distributions

Minimum investment $10,000*

Invest Here
*Minimum investment of $5,000 with Regular Investment Plan
Individually Managed Account

Individually Managed Account^

Tailored offering for high net worth clients with the greatest flexibility

Bespoke

Beneficial ownership of shares

Minimum investment $1,000,000

Invest Here
^For Wholesale / Sophisticated Investors Only
Separately Managed Account

Separately Managed Account^

Same great strategy with the benefits of a managed account

Beneficial ownership of shares

Potential tax benefits

Minimum investment $50,000

Invest Here
^For Wholesale / Sophisticated Investors Only

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