SYDNEY 02 9233 2433

MELBOURNE 03 9601 6800

EMAIL jps@jpalmer.com.au

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F Palmer & ME Palmer
Trading as Joseph Palmer & Sons
AFS Licence 247067 · ABN 29 548 490 818

Global Leaders Portfolio

This portfolio provides access to attractive companies that are based beyond Australia’s shores, which is where most of the world’s GDP and wealth exists. The portfolio is in the form of a separately managed account (SMA), the benefits of which you can read about here.

The Global Leaders SMA Portfolio will appeal to investors who:

  • see the wisdom of spreading risk by diversifying their investments;
  • seek long term returns from a portfolio of international equities;
  • are willing to accept very high levels of short-medium term volatility and potential for loss as a trade-off for long term capital growth.
  • wish to invest in some of the world’s high-profile blue-chip corporations but currently lack the direct means to do so;
  • are keen to achieve exposure to international markets at very competitive fee rates.

The Global Leaders separately managed account is an actively managed portfolio containing a heavy emphasis on international capital growth style assets, with little or no exposure to defensive income generating assets.

The portfolio contains investments in quality, large-cap companies that operate in various economic sectors and geographic regions. It can be used as a stand-alone high growth investment or, alternatively, can supplement an existing diversified portfolio.

Stock buying & selling is guided by the underlying relative value of the stock compared to its fair value and its risk in relation to the market.

Please note - Investors should consider the Product Disclosure Statement (PDS) before investing in this separately managed account. For more information and a copy of the Product Disclosure Statement (PDS), please call us or email us.

 

Why Joseph Palmer & Sons?

You will have peace-of-mind knowing that the day-to-day decisions regarding your investments are in the ‘safe hands’ of the experienced team at Joseph Palmer & Sons.

Contact Us

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For more information on the Palmer Discretionary Account, or on any of our other investment services, please call us on (02) 8224 3324. Even better, come in for a chat over a cup of coffee if you have the time. We would be very pleased to meet you.

Contacts

 
Malcolm Palmer

Malcolm Palmer

Managing Partner - Sydney Office

Allan Furlong

Allan Furlong

Manager Investment Advisory Services - Sydney Office
Maria Webb

Maria Webb

Portfolio Manager - Sydney Office

David Greenfield

David Greenfield

Portfolio Manager - Sydney Office

Jake Cronly

Jake Cronly

Portfolio Manager Assistant - Sydney Office

Ben Gratzer

Ben Gratzer

Director - Melbourne Office