global investment managers
 


Peters MacGregor Capital Management is an Australian based fund manager specializing in global equities.

Clients may access our investment management services through:

  • Peters MacGregor Global Fund- a registered managed investment scheme structured as an unlisted, open-ended unit trust.
  • Peters MacGregor Investments Limited- an ASX listed investment company (PET).
  • Individually Managed Account- for high net worth private investors.

All portfolios are managed identically and consist of investments in no more than 20 listed companies, on global share markets both in Australia and internationally.

INVESTMENT OBJECTIVE
   
  Our investment objective is to:
 
  • Outperform the MSCI World Total Returns Index (net local)* net of our fees over the long term (five years plus).
  • Preserve and generate capital growth over this period.

* The return of this index has approximated 8% since inception (30 plus years ago). The performance of this index is historical and not an indication of future performance.
The portfolios managed by Peters MacGregor Capital Management will have a high level of concentration relevant to other investment portfolios and it is not expected that actual performance of the portfolios will track this MSCI Index.