Sydney, Australia 09.00am 25 August, 2023 - Private Portfolio Managers (PPM FUNDS) has announced a record 37% return on its International Equities to 30 June 2023 averaging 22% over the past 3 years and cites its 28 year experience riding out multiple cycles of market volatility as a key reason for their consistent performance track record.
PPM is one of Australia's highest performing boutique fund managers, and has also secured a 12.8% return in 2023 on its domestic fund and 13.1% over the same three-year period.
"Our clients are wealthy private individuals or families who are referred by friends or their trusted financial adviser. It's a tight and close-knit communication loop where privacy is paramount. It makes it challenging to communicate our performance record, but results like these give us an opportunity to showcase our consistently outstanding results," said Founder, Chief Investment Officer and Chairman of PPM, Hugh MacNally.
“Our service offering to Financial Advisers is significant. The Financial Adviser is the custodian of the client relationship – and we relieve the burden of funds management and partner with them to achieve results for their clients,” says MacNally.
"I started PPM when I was relatively young - and the profile of previously thought of “typical investors” has changed. I am now the father of three school age children with one still in primary school, and today, investors want consistency of management and not delegation to a junior team.
“Our investors, whether financially literate or seeking guidance, want to have the ability to communicate directly with the manager of their assets and understand how their portfolio is managed.
“Each has different taxation situations that are best addressed by having their investment management integrated with their tax advisor’s strategy. It takes experience and hands on intervention to tend to these individual client profiles whether a Family Office, Financial Adviser, or individuals.
"One of our key differences in contrast to many of our peers is that our investors can pick up the phone and talk directly to the person that is managing their funds."
PPM’s investment management team is an experienced group of analysts who conduct proprietary research on companies globally.
Ends.
About us:
For further information or to discuss partnering with PPM, contact: Hugh MacNally (02) 8256 3702 or 0414 728 638 or Jill May (02) 8256 3712 or 0412 033 359
Contact details:
0435 123 350 Samantha Herron PR Manager
or contact Hugh MacNally direct: 0414 728 639 or (02) 8256 3702 or (02) 8256 3777
