Australian Equities Growth Portfolios are actively managed portfolios of Australian shares.
Private Portfolio Managers Pty Limited (PPM) is a boutique investment manager with over 25 years’ experience in building and managing equity portfolios for clients through individually managed accounts (IMAs). Although each IMA portfolio is managed individually and incorporates each clients specific investment parameters and tax requirements, the aggregate characteristics of the Australian Equities Growth Portfolios are detailed below.
Key features
- A portfolio of directly held Australian shares.
- Selected and managed by PPM using its proven investment process.
- Risk averse, long term approach.
- Tax aware, seeking to optimise after tax returns.
- Concentrated portfolio of high quality companies.
Investment Objective & Strategy
- Outperform S&P ASX All Ordinaries Accumulation Index over an investment cycle.
- Low long-term volatility.
- Investment process identifies strong companies and industries. Disciplined approach to valuation.
- Comprehensive, in depth research into investments.
Investor Profile
- require a bespoke Australian equities portfolio;
- want the flexibility of being able to invest cash or transfer into their portfolio existing shares without triggering tax consequences;
- seek investment growth in a tax effective manner; and
- have a long term investment horizon of at least five years and accept the risk of price fluctuations during that period.
Investment Parameters*
| Management Style | Active |
|---|---|
| Benchmark | S&P/ASX All Ordinaries Accumulation Index |
| Number of securities | 20-25 |
| Single security limit* | 10% of portfolio |
| Derivatives | No |
| Leverage | No |
| Portfolio Turnover | <25% per annum |
Portfolio Profile
| Investments | Australian equities |
|---|---|
| Min Investment | A$500,000 |
| Investment Horizon | 5 years + with some volatility |
| Ability to tailor investments | Yes, bespoke IMA |
| Tax considerations | Yes, portfolios tailored to each client’s tax circumstances |
| Management Fee | % of FUM plus GST |
| Administration & Reporting Fees | None |
| Advice & Asset Allocation Fees | None |
As at 30 September 2024
Performance
| Australian Equities Growth Portfolios | All Ordinaries Accumulation Index | Value Added | |
|---|---|---|---|
| 1 year % | 18.19 | 22.16 | -3.97 |
| 3 year % p.a. | 9.52 | 8.10 | 1.44 |
| 5 year % p.a. | 9.93 | 8.66 | 1.27 |
| 10 year % p.a. | 8.22 | 9.16 | -0.95 |
| 15 year % p.a. | 9.09 | 8.34 | 0.76 |
| Since inception % p.a. | 10.29 | 8.54 | 1.75 |
*Performance returns are before fees and taxes and starting from 1 July 2022 includes the value of franking credits.
Asset Allocation
Sector Allocation
This website is owned and operated by Private Portfolio Managers Pty Limited (ABN 50 069 865 827 AFSL 241058) (PPM). The information on this website 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.© Private Portfolio Managers Pty Limited 2024 ABN 50 069 865 827 AFS Licence No. 241058