{"id":56416,"date":"2017-09-06T03:24:18","date_gmt":"2017-09-06T03:24:18","guid":{"rendered":"http:\/\/www.ppmfunds.com\/?page_id=56416"},"modified":"2025-12-18T11:31:10","modified_gmt":"2025-12-18T00:31:10","slug":"global-equities-growth-model","status":"publish","type":"page","link":"https:\/\/www.ppmfunds.com\/separately-managed-accounts\/global-equities-growth-model\/","title":{"rendered":"Global Equities Growth SMA"},"content":{"rendered":"

[vc_row row_height_percent=”0″ override_padding=”yes” h_padding=”2″ top_padding=”3″ bottom_padding=”2″ overlay_alpha=”50″ gutter_size=”4″ column_width_percent=”100″ shift_y=”0″ z_index=”0″][vc_column column_width_percent=”100″ gutter_size=”2″ overlay_alpha=”50″ shift_x=”0″ shift_y=”0″ z_index=”0″ medium_width=”0″ mobile_width=”0″ width=”1\/2″][vc_column_text text_lead=”yes”]<\/p>\n

A PPM Separately Managed Account (SMA).<\/p>\n

[\/vc_column_text][vc_column_text uncode_shortcode_id=”283656″]Private Portfolio Managers Pty Limited (PPM) is a boutique investment manager specialising in the construction and management of direct investment portfolios for long term wealth creation, with a proven performance track record since 1995.[\/vc_column_text][vc_separator sep_color=”color-uydo”][vc_custom_heading heading_semantic=”h3″ text_size=”h3″ text_transform=”uppercase” sub_reduced=”yes”]SMA BENEFITS[\/vc_custom_heading][vc_column_text uncode_shortcode_id=”101943″]The PPM Global Equities Growth SMA is suitable to individual investors with a minimum initial investment of $50,000 who want to be able to access PPMs professional investment management expertise via a proven investment model.<\/p>\n

PPM’s SMA investors retain the benefits of direct ownership including transparency and portability without the hassle of managing their investments directly. All portfolio administration is undertaken by the platform provider, including dividends, corporate actions, tax record- keeping and reporting. Existing investments can easily be transferred into (or out of) a PPM SMA without triggering capital gains tax consequences. Investors receive annual reporting and have online access 24\/ 7 to the holdings of their SMA portfolio.[\/vc_column_text][vc_separator sep_color=”color-uydo”][vc_custom_heading heading_semantic=”h3″ text_size=”h3″ text_transform=”uppercase” sub_reduced=”yes”]SMA Description[\/vc_custom_heading][vc_column_text]<\/p>\n

PPM Global Equities Growth SMA is an actively managed,\u00a0concentrated portfolio of international equities listed on the ASX and major global exchanges (developed markets only).<\/span><\/p>\n

The SMA is risk managed to protect investor capital and take equity positions in companies that have been identified through both a ‘top down’ thematic filter to identify sectors and opportunities, combined with a ‘bottom up’, deep research driven process to assess those companies that offer\u00a0superior growth prospects over a 5 year term.<\/span><\/p>\n

[\/vc_column_text][vc_separator sep_color=”color-uydo”][vc_custom_heading heading_semantic=”h3″ text_size=”h3″ text_transform=”uppercase” sub_reduced=”yes”]Investment Objective & Strategy[\/vc_custom_heading][vc_column_text]PPM Global Equities Growth SMA investment objective is to maximise long term capital growth total return. The SMA is constructed without consideration for index weighting or other artificial constraints with a strong focus on generating returns, preserving capital and effectively managing tax outcomes.[\/vc_column_text][vc_separator sep_color=”color-uydo”][\/vc_column][vc_column column_width_percent=”100″ gutter_size=”3″ overlay_alpha=”50″ shift_x=”0″ shift_y=”0″ z_index=”0″ medium_width=”0″ mobile_width=”0″ width=”1\/2″][vc_row_inner limit_content=””][vc_column_inner column_width_percent=”100″ gutter_size=”3″ style=”dark” back_color=”color-588694″ overlay_alpha=”50″ shift_x=”0″ shift_y=”0″ shift_y_down=”0″ z_index=”0″ medium_width=”0″ mobile_width=”0″ width=”1\/1″][vc_custom_heading text_color=”color-xsdn” heading_semantic=”h4″ text_size=”h4″ text_transform=”uppercase” sub_reduced=”yes”]Investor Profile[\/vc_custom_heading][uncode_list icon=”fa fa-chevron-right” icon_color=”accent” uncode_shortcode_id=”180814″ icon_color_type=”uncode-palette”]PPM’s Global Equities Growth SMA is designed for clients who:<\/strong><\/p>\n