PPM’s Global Equities Growth SMA receives 4.25/5 stars in first-ever SQM assessment, Australian Equities Growth SMA awarded 3.75/5

SYDNEY, AUSTRALIA – [March 28, 2025] – Private Portfolio Managers Pty Limited (PPM), a boutique investment manager with a long-standing history of delivering consistent performance for clients, today announced its managed account portfolios have received their inaugural ratings from SQM Research, one of Australia’s most respected investment research houses.

In PPM’s first submission for SQM evaluation, the Global Equities Growth SMA received an impressive 4.25 out of 5 star rating, while the Australian Equities Growth SMA was awarded 3.75 out of 5 stars.

“These strong inaugural ratings validate the investment process and philosophy we’ve refined over many years,” said Hugh MacNally, Executive Chair and Chief Investment Officer at Private Portfolio Managers. “While our long-term clients have benefited from our approach for years, these independent SQM ratings now provide financial advisers, clients and new investors with additional confidence in our managed account solutions.”

SQM Research Pty Limited is a leading investment research house specialising in providing ratings and reports on managed funds, listed and unlisted products, and property investments. Their rigorous evaluation process examines investment processes, risk frameworks, performance track records, and organisational structures.

The ratings come at a time when managed accounts continue to gain popularity among financial advisers seeking transparent, flexible investment solutions for their clients. Both PPM strategies are available on the HUB24 platform, making them easily accessible for advisers already using this leading investment and superannuation platform.

PPM’s Global Equities Growth SMA aims to provide investors with long-term capital growth and income through a concentrated portfolio of high-quality global companies. The Australian Equities Growth SMA follows a similar approach focused on domestic companies.

“These ratings affirm what our track record has shown for years – that our disciplined investment process delivers results across different market segments,” said Warren Jones, Head of Financial Adviser Distribution at PPM. “Our focus has always been on identifying quality companies with strong fundamentals and competitive advantages, regardless of market conditions.”

According to SQM Research’s rating scale:

• The 4.25 star rating for the Global Equities Growth SMA is classified as “Superior” and indicates “High Investment Grade.”
• The 3.75 star rating for the Australian Equities Growth SMA is classified as “Favourable” and indicates “Investment Grade.”

If you are interested in learning more about PPM’s SQM-rated managed accounts please contact:

Warren Jones
Head of Financial Advisor Distribution
email: wj@ppmfunds.com

Mobile: 0422 819 116

About PPM

Founded in 1995, Private Portfolio Managers Pty Limited (PPM), is a privately owned boutique investment manager with a well established track record of constructing concentrated Australian Equities, Global Equities and Multi-Asset portfolios for our clients and their financial advisers. Our investment objective is to grow our clients’ portfolios over the long term using a disciplined & well researched investment process which seeks protection of capital with risk assessed tax effective returns. PPM offers Individually Managed Account (IMA) and Separately Managed Account (SMA) investment solutions across a number of broad investment strategies including balanced, income and growth style portfolios. For more information about PPM and our services please visit our website at www.ppmfunds.com.

About SQM Research ratings:

The ratings contained in this document are 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.