Sophisticated and Wholesale Investors

Tap into exclusive co-investing opportunities with Prime Value

Are you a sophisticated or wholesale investor seeking to grow your investment portfolio? Whether you are a company, trust, self-managed super fund (SMSF) or individual, you can unlock the benefits of one of Prime Value’s multi-award winning managed funds and start experiencing superior risk-adjusted returns today. 

At Prime Value we are dedicated to offering our wholesale clients exclusive investment opportunities that are vetted through extensive due diligence before they are offered to clients. We co-invest with our clients in the same exclusive opportunities, ensuring that our interests are aligned with yours. Your Relationship Manager is your single point of contact who will respond to queries and any changes you would like to your portfolio.

We exist for our clients

Prime Value has a demonstrated track record of going above and beyond what our clients expect. We consistently deliver innovative solutions to sophisticated and accredited wholesale investors with the inbuilt agility to navigate buoyant and challenging markets, resulting in superior risk-adjusted returns for family offices and professional investors. 

To access offers available to sophisticated and wholesale investors, you must provide Prime Value with either a completed Sophisticated Investor application form or Wholesale Investor application form, certified by your accountant that you meet the criteria set out by the Corporations Act 2001. 

If you want more information on our current investment opportunities for sophisticated and wholesale investors, then please register your interest below and one of our relationship managers will be in contact with you.

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