PRIME VALUE INCOME

Dedicated to providing a reliable income to investors.

We have two funds (the Prime Value Enhanced Income Fund and the Prime Value Diversified High Income) dedicated to providing a reliable income to investors. The Enhanced Income Fund has a lower risk and generally lower return than the Diversified High Income Fund. Both funds are managed conservatively.

Enhanced Income Fund

2.55% p.a *or 2.97% p.a as at 30 June 2024 incl. franking credit

Diversified High Income Fund

4.80% p.a *as at 30 June 2024

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.

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