No 1 SMALL CAP FUND IN AUSTRALIA
The Prime Value Emerging Opportunities Fund has topped Mercer’s Australian Small Companies (ex-ASX100) survey for the year to 30 June 2020, in its first year on the survey.
The fund delivered 20.0% (before fees*) to top the Mercer Australian Small Companies (ex-ASX100) survey, for the year to 30 June 2020 (source: MercerInsight®). The Fund’s 18.1% return (after fees*) was 23.8% above the ASX Small Ordinaries Accumulation Index return of -5.7% for the year.
Our sole aim is long term, compounding capital growth and we are personally invested in the fund.
The fund invests in listed companies outside the 100 largest on the Australian stock market. This provides a large range of quality companies and less competition from other investors.
Our benchmark of 8% p.a. is different to most other fund managers who are typically benchmarked to a stock market index. We invest to generate an investment return, not to beat an index.
We encourage investors to view the fund as an investment portfolio of high-quality companies, not an investment in “the market”.