Global Equity Fund

USD FUND

Fund Objective

The goal of the Global Equity Fund is to achieve medium to long term capital growth by investing in our best ideas across global equity markets. The fund aims to deliver industry leading returns for our investors, while assuming high levels of equity market risk.

The sub-investment managers apply the following core principles that form the foundation of our tried and tested investment process:

  • Best investment ideas
  • Enduring franchises we understand
  • Sustainable growth prospects
  • Optionality
  • Attractive valuations
  • No index hugging
  • Industry leading investor alignment

Who should consider investing in the Global Equity Fund?

The Peregrine Capital Global Equity Fund is suitable for you if:

  • You intend investing over the medium to long term and have a high-risk appetite
  • You seek exposure to diversified international equities that will provide long-term capital growth
  • You are comfortable with global stock market and currency fluctuation and risk of capital loss
  • You would like to use the Fund as a global equity ‘building block’ in a diversified multi-asset class portfolio

Risk Profile

The Fund Fact Sheet contains all the information and disclosures as required by the Financial Sector Conduct Authority (FSCA) and the Central Bank of Ireland (CBI).

Sub-Investment Managers of the Fund

Jacques Conradie

Chief Executive Officer and Portfolio Manager

Jacques joined Peregrine Capital in 2007 and is a Portfolio Manager of all the Peregrine Capital Funds, while also being Managing Director of the business. Jacques started his career at Old Mutual in 2006, where he worked in the Life Insurance Product Development team, and qualified as an Actuary. In 2005, as a student at Stellenbosch University, Jacques was awarded the Chancellor’s medal for being the top graduating student. He has represented South Africa at the International Mathematical Olympiad and International Olympiad in Informatics, winning Bronze medals at both events. Jacques is a member of the investment committee of the Mandela Rhodes Foundation and is a CFA charterholder.

David Fraser

Executive Chairman and Portfolio Manager

David co-founded Peregrine Capital in 1998 and is a Portfolio Manager of all the Peregrine Capital Funds, while also being Executive Chairman of the business. David started his career at Liberty Asset Management, where he was Assistant General Manager, mainly involved in non-consumer industrial company research. David was appointed Sector Research Head for this area in 1998. David qualified as a CA (SA) in 1994, after completing his articles at KPMG Inc.

Justin Cousins

Executive Director and Portfolio Manager

BAcc Sci cum laude, HDip Acc, CA (SA)

Justin joined Peregrine Capital in March 2013 and is a Portfolio Manager of all the Peregrine Capital Funds. He qualified as a CA (SA) in 2015, after completing his articles at Ernst and Young. Justin was nominated for the Dean’s list at the University of the Witwatersrand in 2006 and 2007.

Key Facts

Fund inception
November 2020

Fund status
Open

Minimum Investment Amount
$2500

Fund ISIN
Class A: IE00BN135R09

email
info@peregrine.co.za
info@zeta-am.com