PPM 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 shows strong domestic fund return
PPM is one of Australia’s highest performing boutique funds managers and has also secured a 12.8% return in 2023 on its domestic fund and 13.1% over the same three-year period.
Hugh MacNally Source: LinkedIn
Founder, Chief Investment Officer and Chairman of PPM, Hugh MacNally noted:
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.
MacNally suggested that PPM works hard to dispel the logistical burdens of funds management while focussing on the long-term goals of the client. He indicated that PPM investors can come to the company with financial literacy as well as complete beginner knowledge so long as the client can communication their asset management goal. In summary: portfolio management and monetary goals.
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MacNally also stated:
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.
PPM boasts a constant line of communication between their investment team and clientele, and suggest that their team’s reach spans across the globe.
