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.
BenchmarkMSCI ACWI NR AUD
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
$1,000,000
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Platforms

Peters MacGregor Global Fund is available on the following platforms:

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