PRIME VALUE INCOME

Dedicated to providing a reliable income to investors.

We have two funds (Cash Plus and Diversified High Income) dedicated to providing a reliable income to investors. The Cash Plus Fund is a low risk, safe fund providing a cash alternative for investors. The Diversified High Income Fund has a higher return with low/moderate risk.

Cash Plus Fund

2.88% p.a *or 3.41% p.a as at 30 Sep 2020 incl. franking credit

Diversified High Income Fund

5.0% p.a *Target return

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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