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Our aim is to protect investors’ capital and provide a quarterly distribution (with imputation credits). The Fund offers investors an alternative way to invest their cash – the return is significantly higher than term deposits, bank deposits, and cash management trusts. The Fund typically redeems funds within 24-48 hours of investor request providing ready access to cash. Funds are invested in a range of debt securities in Australia.
To provide regular income with low risk exposure. The Fund targets a return to investors in excess of the Reserve Bank of Australia's (RBA) cash rate with minimal risk of capital loss in the medium term.
3 June 2014
RBA Cash Rate
1 + years
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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.