Investments
Hand-crafted perfomance and impressive results
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
Peters MacGregor Global Fund
The easiest way to access our Global Equities strategy
Managed fund
Annual distributions
Minimum investment $10,000*
Separately Managed Account^
Same great strategy with the benefits of a managed account
Beneficial ownership of shares
Potential tax benefits
Minimum investment $50,000
