Investing with us

There are three ways you can invest in the Peters MacGregor global equity portfolio, which invests in a select number of enviable businesses protected by clear competitive advantages, that are run by honest and entrepreneurial managers, and bought at prices designed to maximise returns while minimising risk.

The Peters MacGregor Global Fund and our Managed Account service:

  • Focus on value and long-term investing
  • Can hold cash when undervalued stocks cannot be found
  • Can hedge currency to protect against foreign exchange risk, though the default position is to remain unhedged (global fund only)

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^

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

Request a Consultation

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

Subscribe to our newsletter

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