Which platforms are we on?
Who are we rated by?
A robust Global Fund offering broad appeal requires a
minimum investment of $10,000
The Individually Managed Account offers investment
management capabilities of PMCM. Initial minimum
investment is $1,000,000
The SMA provides investors access to a customised
share portfolio managed by PMCM. Initial minimum
investment is $50,000.
WE TAKE THE HARD WORK OUT OF INVESTING IN GLOBAL MARKETS
Peters MacGregor Capital Management is a value based investment manager. Our clients have been rewarded through our rigorous focus, long term approach and contrarian outlook. We explore the globe for opportunities, often where others will not. We thoroughly analyse companies, markets and economies, searching for only the 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 has 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.
About the Peters MacGregor Global Fund
The Peters MacGregor Global Fund is a registered managed investment scheme structured as an unlisted open-ended unit trust. Investment in the fund is available through the PDS or through major investment platforms. Peters MacGregor Global Fund is available via the Australian Securities Exchange (ASX) mFund Settlement Service (“mFund”).
Features of the Fund
- We invest in global securities.
- The objective of the Fund is to 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.
- The Fund Portfolio will have a high level of conviction relevant to other investment portfolios.
- The Fund does not borrow, and may on occasion, hedge against movements in the Australian dollar and other currency exchange rates, but the default position is to remain unhedged.
Peters MacGregor Global Fund – Investor Services
For queries on your investments in the Peters MacGregor Global Fund, please contact Investor Services at email@example.com or Call +61 1300 133 451
Peters MacGregor Capital Management Limited
ABN 77 087 181 600
AFS Licence No. 225984
T +61 2 9332 2133
Email : firstname.lastname@example.org
The Lonsec Rating (assigned March 2017) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Peters MacGregor Capital Management product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings
The Zenith Investment Partners (“Zenith”) Australian Financial Services License No. 226872 rating (assigned October 2016) referred to in this document is limited to “General Advice” (as defined by the Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Zenith usually charges the product issuer, fund manager or a related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessment’s and at http://www.zenithpartners.com.au/RegulatoryGuidelines