Prime Value Emerging Opportunities (Companies) Fund
The Prime Value Emerging Opportunities Fund was established on 8 October 2015. The Fund invests mainly in small and micro cap stocks, with market capitalisation of less than $500m.
|Portfolio Manager||Richard Ivers|
|Investment objective||To achieve superior total returns by providing medium to long term capital growth without the constraints of a share market benchmark. A long only concentrated fund that leverages Prime Value’s fundamental research capabilities while minimising the risk of permanent capital loss.|
|Recommended investment period||3 years +|
|Indirect Cost Ratio (ICR)||1.25%* p.a.|
|* Unless otherwise stated, all fees quoted are inclusive of GST and the relevant RITC|
|** of performance (net of management fees) above the agreed benchmark, subject to a high water mark|