PRIME VALUE FUND RESOURCES

Find all the information you need about our funds.

Select the fund you require below to access all fund updates, fund profiles and product disclosure statements.

OPPORTUNITIES FUND

9.7% p.a *as at 29 February 2024

EMERGING OPPORTUNITIES FUND

11.5% p.a *as at 29 February 2024

GROWTH FUND

10.4% p.a *as at 29 February 2024

EQUITY INCOME (IMPUTATION) FUND

9.9% p.a *12.0 as at 29 February 2024 incl franking credit

ENHANCED INCOME FUND

2.59% p.a *or 3.01% p.a as at 29 February 2024 incl. franking credit

DIVERSIFIED HIGH INCOME FUND

5.54% p.a *as at 29 February 2024

CITRUS TRUST

12% p.a *Target return

Australian Dairy

12% p.a *Target return

WE BELIEVE

Building wealth together is the heart and soul of Prime Value.

TRUE
STEWARDSHIP

Putting our clients first.

ALIGNMENT
OF INTEREST

Prime Value has been co-investing with its investors since 1998. Building wealth together.

INDEPENDENCE &
TRANSPARENCY

We are not aligned with the major financial institutions, allowing us to act in our investors' best interests with an eye on the long term.

RISK
MANAGEMENT

Protecting clients' capital in difficult markets by minimising mistakes.

CULTURE

An inclusive and collaborative culture built around humility and passion for investment. This is reflected in the longevity and stability of the management and investment team.

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