PPM launches Global Growth Separately Managed Account (SMA)

PPM launches Global Growth SMA as Adviser demand heats up for an experienced ‘active’ manager of Global equities.


Private Portfolio Managers (PPM) has successfully offered Global equity growth Individually Managed Account (IMA) portfolios for clients since 2007 and now in recognising the limited options advisers and their clients have to access an actively managed global shares, has launched the PPM Global Growth Model on Powerwrap as an SMA in both investment and superannuation options.

The PPM Global Growth Model is a concentrated portfolio of 20 to 25 global stocks in developed markets – principally the US, Europe and UK. Investment opportunities are selected using PPMs stock selection approach which uses three core concepts to identify financially strong, strategically superior and high return verses cost investments. PPM uses a ‘bottom up’ process and has a long term approach as indicated by the low portfolio turnover.

Hugh MacNally, CEO and Founder of PPM, sees the PPM Global Growth SMA model as an ideal solution for financial advisers who themselves do not have the capacity to access global markets and whose clients want access to the advantages of direct equity exposure (transparency, lack of pooled tax consequences and low cost). PPM saw the Powerwrap Smartwrap platform,  with its stockbroking and execution for Australia and Global markets, as a compelling partner for launching their first global SMA.

PPM will be one of only two global SMAs on the Powerwrap approved product list. Richard Carr, Head of Distribution at Powerwrap, is very supportive of the PPM launch commenting that “Advisers have been frustrated with limited direct global investment options and see global markets as key to gaining portfolio diversification.”

PPM’s SMAs enable clients to access their highly experienced team of investment managers, in-depth propriety research and a proven track record of over 20 years of successful management in equities investment solutions.

PPM seek to provide superior returns through their disciplined bottom up approach that does not listen to market sentiment but adheres to fundamental measures of value and risk.

About Private Portfolio Managers
Established in Sydney in 1995, Private Portfolio Managers Pty Limited (ACN 069 865 827, AFSL 241058) is a privately owned, boutique investment manager with a 20+ year proven track record in building and managing portfolios of Australian and Global shares for individual and institutional investors as well as superannuation funds and charitable organisations.

For further information on PPM’s Global Growth SMA visit www.ppmfunds.com or contact us at ppm@ppmfunds.com or 02 8256 3777

 

 

PPM is a boutique investment manager focused on generating superior long-term, tax effective returns.

CONTACT US

The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.

Close*Research Ratings Disclaimer