Introduction

The Separately Managed Account (SMA) is a customised share portfolio where the assets are owned by individual investors and the investment decisions are made by Peters MacGregor Capital Management. The portfolio management remains independent of you. Combining professional investment management with the transparency, flexibility and tax efficiency of beneficial ownership, the Peters MacGregor Capital Management SMA takes the complexity out of managing investment portfolios.

Authorised Investments

The Management Agreement permits investment only in listed shares, cash equivalent securities.

Minimum Investment

The initial minimum investment is $50,000. 

Additional contributions may be made at any time subject to maintaining a minimum investment balance of $50,000.

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.