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The Prime Value Growth Fund enjoys a long term track record of investing for investors through many market cycles but the the single objective of delivering superior risk adjusted returns. Over the past 23 years, our team’s active approach seeks to benefit from uncovering unique characteristics of the Australian share market.
Those characteristics include understanding operating dynamics across sectors, managing the downside risks through minimization of investment mistakes, and the potential advantages to be gained from fundamental research.
Our fundamental research on the Australian market and long corporate memory addresses both the top-down and bottom-up factors that can influence corporate performance. The Prime Value Growth Fund is differentiated from its peers as one of the longest runnng high conviction funds in Australia.
Performance figures have been calculated in accordance with the Financial Services Council (FSC) standards and are net of management fees. No allowance has been made for taxation. Performance assumes the reinvestment of income distributions. Past performance is not necessarily an indicator of future performance.
To achieve superior absolute total returns by providing medium to long term capital growth without the constraint of a share market benchmark
10 April 1998
S&P/ ASX 300 Accummulation Index
0 - 30%
3 + years
Class A 1.435% p.a.
Class B 1.230% p.a.
20.5% of net performance in excess of the S&P/ASX 300 Accumulation Index, subject to a high water mark and positive performance.
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Building wealth together is the heart and soul of Prime Value
Putting our clients first.
Prime Value has been co-investing with its investors since 1998. Building wealth together.
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.
Protecting clients' capital in difficult markets by minimising mistakes.
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.