For Financial Advisers

Meet with us
To arrange a discussion with one of our Key Account Managers about how Portfolio Partners may add value to your business, call 1800 671 849, or click through to our contact page.

 

Our approach

The Portfolio Partners approach to investment management reflects our own corporate values - to be agile, innovative, passionate and insightful. We believe that markets are not always efficient and as a result, securities can 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 over the long-term. More

 

Download our PDS | Investing with us

Trust Profiles / Unit Prices Friday 5th September 2008
  • Professional Selection
  • Personal Choice
Trust Name Portfolio Pulse Entry Price Exit Price
Australian Equities Trust Click Here 1.2307 1.2246
Dividend Builder Click Here 0.9245 0.9190
Elite Opportunities Trust Click Here 1.1310 1.1254
Emerging Shares Trust Click Here 0.7459 0.7414
High Growth Shares Trust Click Here 0.9701 0.9672
High Yield Trust Click Here 0.9273 0.9254
Income Plus Growth Trust Click Here 0.9898 0.9868
Listed Property Trust Click Here 33.0109 32.8463
Long/Short Sustainability Trust Click Here 0.4883 0.4854
Premier Fixed Income Trust Click Here 49.0220 48.9730
Shares Trust* Click Here 1.1047 1.0992

Click here to access historical prices.
* This fund is closed to new investors.