Charity and Not-for-Profit Investors
Consistent with our organisational core values, Prime Value rebates performance fees on investments made by non-profit and philanthropic organisations, including charities and charitable trusts.
Gain broader reach by making smarter investments
Not-for-profit (NFP) organisations enrich every aspect of our community. At Prime Value, we highly value the role charities and NFPs play in every sphere from the arts, health, social services and education- improving the lives of everyday Australians and those around the world. Our co-investing approach helps your organisation make a bigger impact for your cause by providing only investment solutions that meet high levels of transparency and corporate responsibility so every endowment dollar is protected and grown.
Discover the benefits of responsible investing
We provide the NFP investors with the opportunity to invest in a range of professionally managed funds aligned to your needs and asset allocation strategy. Our Fund Managers know how to navigate difficult markets through making objective and independent investment decisions based on macroeconomic insights and fundamental research, targeting opportunities across income securities, equities, property and alternative assets including agriculture and growth infrastructure.
We manage for charitable trusts and endowments, where many of our clients have been with us for more than a decade. Consistent with our organisational core values, Prime Value rebates performance fees on investments made by non-profit and philanthropic organisations, including charities and charitable trusts.