Australian Equities Growth Portfolios are actively managed portfolios of Australian shares.

Private Portfolio Managers Pty Limited (PPM) is a boutique investment manager with expertise in building and managing equity portfolios for clients through individually managed accounts (IMAs). Although each IMA portfolio is managed individually and incorporates each clients specific investment parameters and tax requirements, the aggregate characteristics of the Australian Equities Growth Portfolios are detailed below.


Key features

  • A portfolio of directly held Australian shares.
  • Selected and managed by PPM using its proven investment process.
  • Risk adverse, long term approach.
  • Tax aware, seeking to optimise after tax returns.
  • Concentrated portfolio of high quality companies.

Investment Objective & Strategy

  • Outperform S&P ASX All Ordinaries Accumulation Index over an investment cycle.
  • Low long-term volatility.
  • Investment process identifies strong companies and industries. Disciplined approach to valuation.
  • Comprehensive, in depth research into investments.

Investor Profile

PPM’s Australian Equity Growth Portfolios are designed for clients who:
  • require a bespoke Australian equities portfolio;
  • want the flexibility of being able to invest cash or transfer into their portfolio existing shares without triggering tax consequences;
  • seek investment growth in a tax effective manner; and
  • have a long term investment horizon of at least five years and accept the risk of price fluctuations during that period.

Investment Parameters*

Management StyleActive
BenchmarkS&P/ASX All Ordinaries Accumulation Index
Number of securities20-25
Single security limit*10% of portfolio
Sector holding limit25 % of portfolio
DerivativesNo
LeverageNo
Portfolio Turnover<25% per annum

* Unless otherwise instructed.

Portfolio Profile

InvestmentsAustralian equities
Min InvestmentA$500,000
Investment Horizon5 years + with some volatility
Ability to tailor investmentsYes, bespoke IMA
Tax considerationsYes, portfolios tailored to each client’s tax circumstances
Management Fee% of FUM plus GST
Administration & Reporting FeesNone
Advice & Asset Allocation FeesNone
As at 30 June 2017

Performance

 Australian
Equities Portfolios
All Ords AccumValue Added
1 year %16.713.13.6
3 year % p.a.6.66.8-0.2
5 year % p.a.13.511.61.9
10 year % p.a.7.53.54.1
15 year % p.a.11.08.62.5
Since inception % p.a.10.78.12.7

*Performance returns are before fees and taxes.

Asset Allocation

CASH 6.7%
EQUITY - DOMESTIC 93.3%

Sector Allocation

MATERIALS / ENERGY 14.5%
INDUSTRIALS 21.8%
CONSUMER 9.2%
HEALTH CARE 0%
FINANCIALS 26.8%
TECHNOLOGY MEDIA TELCO 19.1%
UTILITIES 8.6%
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This website is owned and operated by Private Portfolio Managers Pty Limited (ABN 50 069 865 827 AFSL 241058) (PPM). The information on this website has been provided for general information purposes and must not be construed as investment or professional advice. PPM suggests you consider obtaining professional advice before making any investment decisions. The financial services described do not represent a deposit or a liability and are subject to investment risk including possible loss of income and capital. Neither PPM nor its directors, employees or any associate guarantee the repayment of capital, payment of income or any portfolios performance. Past performance is not necessarily indicative of future returns.© 2017 Private Portfolio Managers Pty Limited ABN 50 069 865 827 AFS Licence No. 241058