Investment Vehicles

Two ways to invest in our global equity portfolio:

Peters MacGregor Global Fund

Individually Managed Account

Investment objectiveTo outperform the MSCI ACWI Net Return (AUD) Index over the long term (five years plus) net of fees, while reducing the risk of permanent capital loss. Investors however, should be clear that management of the Fund is based around generating absolute returns and the portfolio is constructed without reference to any benchmark.
Asset allocation80-100% global equities
0-20% cash
80-100% global equities
0-20% cash
Can be tailored to meet the client's needs.
Fee structure1.35% p.a. management feeContact us
Minimum investment$10,000
$5,000 with regular investment plan
Important LinksDownload fact sheet
See performance
See unit prices
See reports
See forms
See performance
See reports


Peters MacGregor Global Fund is available on the following platforms:

Subscribe to our newsletter

  • View our Privacy Policy
  • This field is for validation purposes and should be left unchanged.