OUR INVESTMENT PHILOSOPHY

Capturing the best opportunities.

The Prime Value Opportunities Fund aims to create long term wealth through investing in companies led by strong management teams driving businesses that will benefit from compounding growth over a number of years. The Portfolio is truly unrestricted to allow for investments into the best opportunities and will invest in 20 to 30 best ideas within the stock market, regardless of size.

The Portfolio is built with an absolute return mentality—not to a benchmark or stock market index. Rather than approach the analysis of companies based on industries and sectors the Portfolio Manager segments the investment universe into 5 group of companies: Core, Specific Growth, Valuation, Turnaround and Thematic.

  • Research Rating

    Zenith - Recommended
    Lonsec - Recommended

  • Platform

    BT Wrap
    Macquarie Wrap
    HUB 24
    Netwealth
    Power Wrap

CORE
    • Stable and sustainable businesses
    • Long Term prospects
    • Ability to deploy strong balance sheets
SPECIFIC GROWTH
    • Operate in high growth sectors or possess products or services in high demand
    • Typically smaller companies
ASSET REALISATION/ VALUATION
    • Trading at discount to peers
    • Assets or prospects unrecognised due to short-termism
TURNAROUND
    • Companies expected to drive returns from turning around businesses model
    • Industry structure
THEMATIC
    • Companies exposed to structural or cyclical themes
RETURN SINCE INCEPTION

9.8% p.a *as at 30 Sep 2020

KEY FEATURES

  • Experience counts
  • Investing in the best opportunities
  • Established track record
  • Aligned to your interests

FUND DETAILS

Feature
Fund Facts
Investment Objective

To achieve superior absolute total returns by providing medium to long term capital growth without the constraints of a share market benchmark.

Inception Date

5 November 2012

Benchmark

8.0% p.a.

Typical number of stocks

20-30

Global Exposure

0 - 20%

Cash

0 -100%

Recommended Investment Period

3 + years

Distribution

Half-yearly

Indirect cost ratio (ICR)

0.95% p.a.

Performance Fee

15.0% p.a.

See more

FUND Performance

View fund Prices and Performance

Download our latest fund updates

To receive regular updates on this fund and stay on top of the latest relevant research and information, please subscribe by completing this form.
You can also download our latest fund report by clicking the link below.

Subscribe to fund updates

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.

FIND OUT HOW TO INVEST WITH US

We'll get back to you within 24 hours.

CHAT WITH US