The Individually Managed Account (IMA) offers access to the investment management capabilities of Peters MacGregor Capital Management. The portfolio is held directly by the owner or nominated vehicle. Voting rights attaching to the shares are assigned to the manager for the period of the Management Agreement.
The Management Agreement permits investment only in listed shares, cash equivalent securities (e.g. bonds) cash depositories and certain futures contracts.
The initial minimum investment is $1,000,000.
How to invest
For details of how to invest please contact us.
Our Investment Objective is to outperform the MSCI AC World IMI Net Total Return Index (AUD) over the long term (five years plus), while reducing the risk of permanent capital loss.
The portfolios managed by Peters MacGregor Capital Management will have a high level of conviction relevant to other investment portfolios and it is not expected that actual performance of the portfolios will track this MSCI Index.
The Portfolio 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.