Portfolio Partners trust storms ahead
Portfolio Partners’High Growth Shares Trust has cracked $100 million with average returns of more than 20 per cent over a five year period.
Since inception in July 1997 when it was launched to wholesale investors, the fund has returned between 20.4 and 28.7 per cent in returns, averaging at 20.7 per cent. It was thrown open to retail investors in November 1999.
The trust is aimed at investors with a higher tolerance to risk, enabling them a chance to enhance returns achieved by more traditional Australian equities products, the company says.
Recently, the trust passed a milestone in bringing in more than $100 million in funds under management. The trust manager Ian Lang says the short-term milestone is a reflection of the enthusiasm and passion they commit to this product.
“While of course I’m happy to see the fund size growing, I’m happier again that the returns we have been able to deliver to all investors over different periods are still meeting expectations,” Lang says.
“This is not an exercise in seeing how big you can get. It is an exercise in looking after the hard earned savings of a large number of people…with the highest possible returns at the lowest level of risk commensurate with those returns.”
Recommended for you
ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients' superannuation investments.
CFS has formed a strategic partnership with the University of Sydney to support the responsible development of AI solutions in the wealth management sector.
Increasing traction among high-net-worth advisers and a stabilisation in adviser exits have helped Praemium report quarterly net inflows of $667 million in the third quarter of 2025.
ETF provider VanEck has announced its intention to launch a uranium and energy solution as global political agendas point to expansion in this sector.
