EXPLORE OUR INVESTMENT OPTIONS

Investment solutions to meet your wealth management goals

Together with our sister company Shakespeare Property Group, Prime Value now manages in excess $1.5 billion in asset classes covering equities, income securities, property, and alternative assets.

 

 

INCOME

We have two funds – the Prime Value Enhanced Income Fund (called the Prime Value Cash Plus Fund until 20 December 2020), and the Prime Value Diversified High Income Fund – both funds dedicated to providing a periodic and reliable income to investors. The Enhanced Income Fund has a lower risk and generally lower return compared to the Diversified High Income Fund.

  • Enhanced Income Fund
  • Diversified High Income Fund
Income

EQUITIES

Prime Value builds on 22 years of investing to achieve superior long term returns for investors. The firm’s investment philosophy and process have been effective through many economic and market cycles—as a result, we are recognised as a leading equity investor, with an established track record which serves as a foundation for future success.

Equities

MORTGAGE

Prime Value Asset Management launched its Select Mortgage Income Fund in 2019. The Select Mortgage Income Fund allows investors to achieve regular income through a choice of loans which are secured by real property mortgages and/or security interests.

 

Strict lending guidelines and prudent risk management are applied to ensure capital protection. Since inception the Select Mortgage Income Fund has achieve 7.0% plus per annum in returns for its investors.

Mortgage

ALTERNATIVE ASSETS

Income Securities, Equities and Property are core to our investment philosophy but in our changing real and investment landscape, resilient portfolios require new thinking, adaptability and patience. Prime Value Alternative Assets are investments in real assets in sectors underpinned by global macro trends.

  • Citrus Trust
  • Dairy Trust
  • Australian Agricultural Fund
  • Growth Infrastructure Fund
  • Private Equity
Alternative Assets

PROPERTY

Property assets are managed by Prime Value Asset Management’s sister company Shakespeare Property Group. It specializes in assessing, quantifying and managing property related risks.

 

The first commercial property syndicate was launched in 2002, over the years further property funds have been offered to investors. The current portfolio of assets – which covers the commercial office, hotel and retail property classes – spans five states and four capital cities and is in excess of $1 billion. Since inception the Property funds have achieved 15.0% plus per annum in returns for investors.

PROPERTY
OUR PHILOSOPHY

Why invest with us?

  • TRUE STEWARDSHIP

    Putting our clients first

  • ALIGNMENT OF INTEREST

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

  • INDEPENDENCE AND TRANSPARENCY

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

  • A UNIQUE, EFFECTIVE APPROACH TO 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.

Video: Why invest with us?

Prime Value offers the benefits of a specialist boutique investment manager with a focus on delivering a high conviction approach to wealth creation.

Richard Ivers & Chris Judd: talking a classic ‘uncovered gem’ for Prime Value Emerging Opportunities Fund

28 April 2021

Richard Ivers & Chris Judd: talking a classic ‘uncovered gem’ for Prime Value Emerging Opportunities Fund Business and investing commentator, Chris Judd, recently interviewed our very own Richard Ivers as part of Judd’s ‘Talk Ya Book’ video series. Judd “takes people inside the minds of Australia’s brightest investors” to share the thinking behind their stock […]

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Table-topping Prime Value Emerging Opportunities Fund shows the benefits of staying invested

21 April 2021

Table-topping Prime Value Emerging Opportunities Fund shows the benefits of staying invested One year on from the ‘fastest bear market in history’ we can see the benefits in keeping calm and staying invested in the Australian stock market. This is amply demonstrated by Prime Value’s Australian equities funds, which have all performed strongly over the […]

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Why minimising losses is so powerful – even in bull markets

3 March 2021

Why minimising losses is so powerful – even in bull markets 87% Why is this number relevant? It’s currently the favourite stat for top-performing fund manager Richard Ivers, portfolio manager of the Prime Value Emerging Opportunities Fund Ivers is most proud of this number because Prime Value Asset Management outperform 87% of the time in […]

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