PM Capital funds have been added to a range of investment platforms in response to adviser demand, while also receiving award nominations.
PM Capital funds are now more available to investors than ever before:
The PM Capital Asian Companies Fund has been added to the BT Wrap and Panorama platform;
The PM Capital Enhanced Yield Fund was added to managed fund trading platform uXchange; and
The PM Capital Australian Companies Fund was recently re-opened on the MLC Wrap/ Navigator platform (this follows the Australian Companies Fund being added to Netwealth’s Wrap and Super public menu - joining the PM Capital Global Companies Fund and PM Capital Enhanced Yield Fund).
Founder and Chairman, Paul Moore, said: “Advisers are looking for truly different products that can provide attractive returns to client portfolios and improve diversification.
“We don’t mirror the relevant index, we build portfolios that are always going to be different to the rest of the market, irrespective of market circumstances. If we don’t have conviction in a stock, we don’t invest in it.”
The investment process and resultant returns across the PM Capital suite have been recognised in important industry awards, with funds being named finalists:
- 2018 Money Management/ Lonsec Fund Manager of the Year - Finalist Long/Short Equities
- 2017 Professional Planner | Zenith Fund Awards - Finalist, International Equities – Alternatives Strategies
- 2018 Financial Standard Investment Leadership Awards
As at 31 December 2017, PM Capital-managed global mandates ranked first for performance in their Morningstar global equities peer group over 5, 6, 7, 8 and 9 years.*
PM Capital does not manage to benchmarks, but the funds have performed well against the broader market**:
*Source: Morningstar Direct. As at 31/12/17. The Colonial First State FirstChoice (CFS FC) -PM Capital Global Companies Mandate ranked #1 of its 159-member peer group, the Australia OE Equity World Large Blend, over 5 years. The CFS Wholesale PM Capital Global Companies Mandate ranked #1 of its 155-member peer group, the Australia OE Equity World Large Blend, over 6,7,8 and 9 years respectively. © 2018 Morningstar, Inc. All rights reserved. Neither Morningstar, its affiliates, nor the content providers guarantee the data or content contained herein to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice or ‘class service’ have been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information at www.morningstar.com.au/s/fsg.pdf. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Our publications, ratings and products should be viewed as an additional investment resource, not as your sole source of information. **Period ending 28 February, 2018. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. This advertisement is issued by PM Capital Limited (AFSL No. 230222) as RE for the PM Capital Global Companies Fund (ARSN 092 434 618, Inception: 28 Oct 1998). The information herein may change without notice, does not constitute advice or a recommendation, and does not take into account the objectives, financial situation or needs of any investor which should be considered before investing. Consider the PDS at www.pmcapital.com.au and seek financial advice prior to making a decision to invest. The return of capital is not guaranteed.