Boutique Funds

Investment Opportunities > Managed Funds > Boutique Funds > Prime Value Asset Management

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Boutique Funds

Prime Value Asset Management

Rebate Offer

3.0% (100%)

Minimum Initial Investment

$40,000

Expected Close Date

Ongoing

Description

Prime Value Asset Management aims to achieve superior, long term, absolute returns in excess of the Australian markets.

Product Disclosure Statement

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Prime Value Asset Management is a boutique investment company specialising in creating wealth for high net-worth individuals, private investors and select institutions.

Two attractive choices for medium to long-term investment:

Prime Value Growth Fund: aims to provide superior medium to long term capital growth, with some income, by managing a portfolio of predominantly Australian equities listed on any recognised Australian stock exchange.
Prime Value Imputation Fund: aims to provide capital growth as well as regular, tax effective income, by managing a portfolio of assets comprised mainly of Australian equities listed on any recognised Australian stock exchange.

Standard & Poor's has awarded both the Prime Value Growth Fund and the Prime Value Imputation Fund with a 3 star research rating.

The Prime Value funds are also available on the following direct access wrap platforms via 2020 DIRECTINVEST:

Fee Disclosure

2020 DIRECTINVEST will rebate 100% of the 3.0% entry fee on investments in the Prime Value Asset Management as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.4% pa. This trailing commission is paid by Prime Value Asset Management and is NOT an additional charge to the investor.

Download Product Disclosure Statement (PDS)

Request Product Disclosure Statement (PDS)

Prime Value Smart Investor Article

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