About Us

Portfolio Partners – Adding value through experience and insight

Portfolio Partners is a Melbourne-based fund manager responsible for managing approximately
$10.7 billion in funds, including a range of innovative unit trust products and individual mandates.

Since our inception in 1994, we have developed a strong reputation as a leading specialist in the active management of Australian assets, with a single-minded commitment to meeting our clients’ needs.

Our reputation is built on our considerable investment management experience and our ability to interpret unique insights into the Australian market for the benefit of our clients. The key decision-makers within our investment team have spent an average of 18 years in the industry — researching the Australian market and applying their best ideas to our clients’ portfolios.

Our approach to investment management is based on the view that capital markets are not always efficient and that securities become mispriced. By undertaking in-depth research and applying robust investment processes and sound risk management techniques, we seek to exploit these inefficiencies to deliver consistent investment outperformance.

We stick to the asset classes we know best and where we believe we can add most value for our clients — Australian equities, listed property trusts and fixed income.

Leveraging global resources — the Morley connection

Portfolio Partners is owned by Morley Fund Management Group, one of the UK’s largest funds management firms. Morley is part of the international investments and insurance group Aviva plc.


Morley Fund Management

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