{"id":154166,"date":"2025-03-28T11:12:59","date_gmt":"2025-03-28T00:12:59","guid":{"rendered":"https:\/\/www.ppmfunds.com\/?p=154166"},"modified":"2025-03-28T11:15:50","modified_gmt":"2025-03-28T00:15:50","slug":"private-portfolio-managers-achieves-strong-debut-sqm-ratings-for-managed-accounts","status":"publish","type":"post","link":"https:\/\/www.ppmfunds.com\/private-portfolio-managers-achieves-strong-debut-sqm-ratings-for-managed-accounts\/","title":{"rendered":"Private Portfolio Managers Achieves Strong Debut SQM Ratings for Managed Accounts"},"content":{"rendered":"

PPM’s Global Equities Growth SMA receives 4.25\/5 stars in first-ever SQM assessment, Australian Equities Growth SMA awarded 3.75\/5<\/em><\/p>\n

SYDNEY, AUSTRALIA \u2013 [March 28, 2025]<\/strong> \u2013 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.<\/p>\n

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.<\/p>\n

“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.”<\/p>\n

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.<\/p>\n

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.<\/p>\n

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.<\/p>\n

“These ratings affirm what our track record has shown for years \u2013 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.”<\/p>\n

According to SQM Research’s rating scale:<\/p>\n