PPM Global Equities Growth SMA finalist for IMAP 2019 Managed Account Awards

PPM’s Global Equities Growth SMA has been announced as a finalist for the IMAP 2019 Managed Account Awards in the International Equities category.

“We are extremely pleased that the well-established investment philosophy of PPM has been recognised through our Global Equities Growth SMA” said Hugh MacNally, Executive Chairman and founder of PPM.

PPM has been providing investment management through Individually Managed Account (IMA) services to clients for over 20 years. In October 2017, PPM moved to offer this same expertise via the PPM Global Equities Growth SMA to clients of advisers through platforms.

“We saw the demand towards a more transparent investment model increasing and took the opportunity to provide our well tested investment management expertise to retail investors using the technological and administrative benefits of platforms.” said Mr MacNally.

PPM Global Equities Growth SMA is an actively managed, concentrated portfolio of international equities listed on major global exchanges. The SMA is risk managed to protect investor capital and take equity positions in companies that have been identified through a ‘top down’ thematic filter to identify sectors and opportunities. This is combined with a ‘bottom up’, deep research driven process to assess those companies that offer superior growth prospects over a 5 year term.

As at 30th April 2019, the PPM Global Equities Growth SMA generated a return of 20.5% over a year and 11.1% over ten years before fees. An SMA provides advisers with a low-cost retail solution for clients to access global equities exposure without the hassle of dealing with international exchanges and currency challenges.


For further information please contact;

SAMANTHA O'CONNOR

Samantha O’Connor,
General Counsel & COO,
02 8256 3777

 

 


Private Portfolio Managers Pty Ltd (PPM) is a privately owned boutique investment manager founded in 1995 with an established track record of constructing concentrated Australian and Global equity portfolios.


The information above 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.© 2019 Private Portfolio Managers Pty Limited ABN 50 069 865 827 AFS Licence No. 241058