Separately Managed Accounts

IMAs and SMAs explained

Individually Managed Accounts (IMAs) and Separately Managed Accounts (SMAs) enable clients to…

SMA Lonsec rating

PPM Australian Equities Growth SMA receives independent rating for second year

We are pleased to announce that PPM Australia Equities Growth SMA has received an independent…

Managing Equities

Managing equities portfolios with large CGT issues

One of the difficult problems an advisor has to contend with is dealing with large CGT issues in a…

Investment Diversification

Global SMA portfolios provide a direct investment diversification alternative

With the Australian share market representing only 1.7%* of global share market value and being…

A symbiotic relationship – Value Investing and the SMA

Combining the benefits of Separately Managed Accounts (SMA) with a disciplined Value Investing…

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…

Portfolio diversification with consistent long-term performance – the PPM Global Equities SMA

Private Portfolio Managers (PPM) has been managing equity portfolios for over 20 years. This…

Telstra

Telstra and its dividend outlook

PPM has held the view that Telstra is very well place in the Australian telecommunications industry…

Accessing Global Markets

Accessing Global Markets through a PPM SMA returns 17%*

With the small size and lack of diversity of the Australian sharemarket, investors need to look…

Will Documents

Don’t leave it too late! Important succession planning considerations for SMSF Trustees

PPM has, for over 20 years been focused on successfully building the wealth of our individual…

Lonsec Report

PPM Australia Equities Growth SMA – Lonsec Research Rating Release

We are pleased to announce that PPM Australia Equities Growth SMA has received an independent…