Let’s look at some key numbers for the Prime Value Emerging Opportunities Fund, the table-topping small caps fund managed by Richard Ivers:

1 – for finishing first on Mercer’s Australian Small Companies (ex-ASX100) survey for the year to 30 June 2020

45 – the total number of funds ranked in the current Mercer Australian Small Companies (ex-ASX100) survey

1 – it’s the first year for the Prime Value Emerging Opportunities Fund on the Mercer survey

18.1 – the Fund delivered an 18.1% return to investors after fees for the year to 30 June 2020

23.8 – this was 23.8% higher than what was delivered by the ASX Small Ordinaries Accumulation Index, which is the most relevant index for the Fund

2015 – the year in which the Prime Value Emerging Opportunities Fund was launched

18 – the most cash held by the Fund at any point during the COVID-19 crisis was 18%

42 – the most stocks held by the Prime Value Emerging Opportunities Fund over the last year

8 – the Fund’s absolute return benchmark is 8% per annum; investing to generate an 8% return creates a point of difference from other funds which aim to outperform an index

11.5 – the Prime Value Emerging Opportunities Fund has delivered 11.5% per annum to investors net of fees from inception in 2015 to 30 June 2020

4 – the Fund was fourth for long-only investment strategies across the entire Mercer survey for the year to 30 June 2020

1 – Morningstar – we are No 1 out of 350 – for the small cap funds

03 9098 8088 – the number to call for any enquiries you may have about the Prime Value Emerging Opportunities Fund, or indeed any of our other investment opportunities

Click here for more information about the Prime Value Emerging Opportunities Fund 

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