PPM Australian Equities Growth SMA receives independent rating for second year

We are pleased to announce that PPM Australian Equities Growth SMA has received an independent rating by Lonsec Research for a second year*. The PPM Australian Equities Growth SMA Model Portfolio is an actively managed, concentrated portfolio of Australian equities and is suitable for investors who want to be able to access PPM’s professional investment management expertise via a proven investment model with risk assessed target returns of 10-12% p.a. over a 5 year period.

Lonsec noted that ‘The Model Portfolio is managed to a long-standing investment philosophy and is considered well-suited to an SMA structure given its product design (i.e. low turnover, highly concentrated and large cap bias). The management cost is also considered competitive and the underlying strategy is well positioned from a capacity perspective.”

Whilst PPM remains relatively new to Lonsec Research and the rating process, our investment managers have been managing Australian equity portfolios for over 20 years and indeed, this has been highlighted by Lonsec as one of the strengths of the PPM Australian Equities Growth SMA Model Portfolio.

Additional strengths noted by Lonsec include:

  • The Manager has developed a well-established investment philosophy which is supported by an experienced team.
  • The Model Portfolio has desirable SMA characteristics including being a highly concentrated portfolio with a large cap bias and is managed in a tax effective fashion.
  • The capability is well-positioned from a capacity perspective.
  • Relatively low management cost given its high conviction mandate.

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For further information about PPM and our SMA or IMA offerings, please do not hesitate to contact us on (02) 8256 3777 or ppm@ppmfunds.com


*The Lonsec Rating (assigned 15/8/19) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Private Portfolio Managers product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria.

For further information regarding Lonsec’s Ratings methodology, please refer to our website at: http://www.lonsecresearch.com.au/research-solutions/our-ratings