Prime Value Emerging Opportunities Fund ranked No 2 in Australia for 2020

Prime Value’s investment philosophy of minimising mistakes has been rewarded with another strong year of investment returns. The Emerging Opportunities Fund was ranked number 2 in Australia by Morningstar for 2020, one of the more challenging years for investment markets in recent times.

The fund’s return of +23.4% for the year is particularly impressive considering its lower risk approach to stock picking. Richard Ivers and the team favour a conservative approach and avoided many of the “hot” but higher risk segments such as mining and buy now pay later.

This follows a strong 2019 when the fund returned +31.8%. Longer term returns have also been strong at +15% per annum since inception in 2015, highlighting resilience through volatile markets in recent years.

Click here to read the full article – Top Australian fundies keep delivering the goods – Financial Review, Jan 6, 2021

Related Content

Secrets to consistency in small cap investing

14 June 2024

Secrets to consistency in small cap investing Investing in smaller companies is fertile ground for active managers, but small cap stocks can be volatile – how is it possible to achieve consistency? There are few managers better placed to answer this question than Richard Ivers and Mike Younger, Portfolio Managers for the Prime Value Emerging […]

CONTINUE READING

Prime Value Emerging Opportunities Fund upgraded to Highly Recommended

11 April 2024

Prime Value Emerging Opportunities Fund upgraded to Highly Recommended Leading small cap investment fund, the Prime Value Emerging Opportunities Fund, has been upgraded to Highly Recommended by respected research house, Zenith Investment Partners. The Highly Recommended rating is a major endorsement of the Fund’s investment philosophy, execution and process, which is overseen by Portfolio Managers […]

CONTINUE READING

Prime Value Celebrates 26 Years

10 April 2024

Celebrating 26 Years Looking back on the year that was and celebrating successes.   On the anniversary of our 26 years in business we’d like to thank all the investors and stakeholders we’ve worked with over the years who have placed their trust in our expertise and unique investment approach, to help us become the […]

CONTINUE READING
FIND OUT HOW TO INVEST WITH US

We'll get back to you within 24 hours.

CHAT WITH US