Introduction

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.

Authorised Investments

The Management Agreement permits investment only in listed shares, cash equivalent securities (e.g. bonds) cash depositories and certain futures contracts.

Minimum Investment

The initial minimum investment is $1,000,000.

How to invest

For details of how to invest please contact us.

Investment Objective

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 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.