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Sector Funds

Peters MacGregor Global Fund

The Peters MacGregor Global Fund was created for investors to gain access to the investment expertise of Peters MacGregor Capital Management, a boutique global equities fund manager founded by Wayne Peters, which has been successfully managing high net worth private client portfolios since 1999. The Fund invests into a concentrated portfolio of global securities and aims to provide Investors with attractive returns over the long term (five years plus), though at the risk of higher short term volatility.


Performance Summary

Since Inception p.a. (06-Sep-2004) 2.61%  
Fund Assets (million) $57.31 30-Jun-2008
1 Year -14.90% 30-Jun-2008
2 Year 1.44% 30-Jun-2008
3 Year 1.98% 30-Jun-2008
1 Month -8.03% 30-Jun-2008
Profitable Months 73.91% 30-Jun-2008
Distribution $0.0643 30-Jun-2008
Application Unit Price 0.9080 30-Jun-2008
Withdrawal Unit Price 0.9031 30-Jun-2008
Net Asset Value Unit Price 0.9055 30-Jun-2008


Please note that the information contained here is of a general nature only and has been prepared without taking account of your objectives, financial situation or needs. Accordingly you should consider the appropriateness of this information, having regard to those matters, before investing. A Product Disclosure Statement (PDS) describing the Peters MacGregor Global Fund is available on this web page. You should obtain and consider the PDS before making any decision about a product.