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PPM Australian and Global equity growth SMAs

PPM has made its Australian Equities Growth and Global Equities Growth Separately Managed Accounts (SMA) available to a broad retail audience.

The two SMAs, in both investment and superannuation options, are now available on the Endeavour, HUB24 and OneVue administrative platforms, as well as PowerWrap.

The Australian Equities SMA is an actively managed, concentrated portfolio of between 20 to 25 Australian equities, benchmarked against the S&P ASX 200 Accumulation Index. Companies are identified through both a ‘top-down’ thematic filter, which the company says identifies sectors and opportunities. Companies are then narrowed down with a ‘bottom-up’, research-driven process to find those with the best growth prospects over a 5-year term.

The Global Equities Growth SMA is also concentrated, with between 20 to 25 stocks, invests with similar objectives to the Australian growth SMA and is benchmarked against the MSCI World Developed index.

PPM Chair and Founder, Hugh MacNally, said that “particularly in the current environment with daily headlines from Royal Commission, dealer groups want to be able to provide their clients with transparent access to proven professional investment management.”

Private Portfolio Managers Private Portfolio Managers' Global Growth Model Launched on 01 October 2017 Designed for retail investors. Find out more Industry Moves does not hold an AFS Licence and neither recommends nor endorses this product/service.

News reports on this product

28/05/2018
Media Release

Contact

Sally+humphris1

For more information, contact: Sally Humphris Phone: (02) 8256 3777