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Institutional investors seeking to invest via segregated portfolios have the following mandates available for investment. 

Institutional


Institutional investors seeking to invest via segregated portfolios have the following mandates available for investment.

Equity Mandates Available

This mandate is a general equity mandate that seeks to maximise long-term capital growth. The mandate’s broad objectives are to maximise long-term returns by investing in equities listed in the South African equity market, and to outperform the listed South African market over the long-term.

 

The mandate is focused on stock selection in line with Perpetua’s “True Value” investment approach, which is not benchmark cognisant in its construction and focused on investing in undervalued shares.

This mandate is a general equity mandate that seeks to maximise long-term capital growth. The mandate’s broad objectives are to maximise long-term returns by investing in equities listed in the South African equity market, and to outperform the listed South African market over the long-term, but at a lower tracking error than Perpetua’s “True Value” investment approach.

 

The mandate is focused on stock selection that seeks to ensure a directional alignment with Perpetua’s “True Value” investment approach, however, given its tracking error constraints has a benchmark-constrained component in its portfolio construction.

Multi-Asset Class Mandates Available

This mandate invests in a combination of South African listed equities, bonds, property, commodities and cash. The mandates’s objective is to maximise long-term returns within the constraints of a prudential retirement fund investment restrictions.

 

This mandate aims to outperform its stated benchmark, without assuming greater risk. The equity component of the mandate is managed in pursuit of the mandate’s objective focused on stock selection as determined by Perpetua’s “True Value” investment approach and is not benchmark cognisant in its construction.

 

This mandate does not pursue tactical asset allocation. Instead where the robust proprietary equity selection process offers up fewer attractive shares, then the mandate seeks to increase exposure to the other asset classes, based on their absolute and relative attractiveness vs cash. The income component of the mandate is managed in line with Perpetua’s valuation-based approach.

This mandate invests in a combination of South African listed equities, bonds, property, commodities and cash. This mandate also invests in foreign assets up to a maximum of 25% of fund. The fund’s objective is to maximise long-term returns within the constraints of a prudential retirement fund investment restrictions.

 

The mandate aims to outperform its stated benchmark, without assuming greater risk. The equity component of this mandate is managed in pursuit of fund’s objective and is focused on stock selection as determined by Perpetua’s “True Value” investment approach and is not benchmark cognisant in its construction. The global equity selection is also managed by Perpetua’s investment team.

 

This mandate does not pursue tactical asset allocation. Instead where the robust, proprietary equity selection process offers up fewer attractive shares, then the mandate seeks to increase exposure to the other asset classes, based on their absolute and relative attractiveness vs cash. The income component of the mandate is managed in line with Perpetua’s valuation-based approach.

This mandate invests in a combination of South African listed equities, bonds, property, commodities, cash and foreign assets. The maximum equity exposure of this mandate is 40%. The objective of this mandate is to provide capital stability and produce long-term returns ahead those of cash returns and is managed within the constraints of a prudential retirement fund investment restrictions.

Institutional Investors


Institutional investors seeking more information regarding investing in segregated portfolios should please complete the form below.


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