Sign up for updates

Prime Value Asset Management

Fund Category Australian Shares
Minimum Initial Investment $40,000
Expected Close Date Open-ended
Prime Value Asset Management Image

Prime Value Asset Management is a boutique investment company specialising in creating wealth for high net-worth individuals, private investors and select institutions. Prime Value offers two managed equity funds
- the Prime Value Growth Fund and the Prime Value Imputation Fund.

Both funds combine the philosophy and investment process of Prime Value Asset Management, placing great emphasis on stock selection, portfolio strategy and market timing.

  • Emphasis on stock selection to generate returns, using economic and financial data to assess the liquidity, efficiency and the earnings potential of companies.
  • Portfolio strategy using strategic decisions involving major commitments that affect the overall structure of the portfolio.
  • Market timing is used to enhance performance, even though very sparingly.

Prime Value Growth Fund

The Prime Value Growth Fund aims to provide medium to long term capital growth, with potential for some income, by managing a portfolio of primarily Australian equities listed on the Australian stock exchange. The fund will be compromised of securities, primarily companies listed or due to be on the Australian stock exchange within the next 12 months.

Prime Value Imputation Fund

The Prime Value Imputation Fund seeks to provide capital growth over the medium to long term, with regular tax-effective income, by managing a portfolio of assets comprised mainly of Australian equities listed on any recognised Australian stock exchange.  The benchmark for both the Imputation Fund and Growth Fund is the S&P/ASX 300 Accumulation index.

Prime Value has been awarded by Standard and Poor’s “Boutique Manager of the year” in 2005 and again in 2006, also receiving “Australian Equities Fund of the year” in 2005. This award winning boutique funds focuses on differentiating itself from other managers by delivering quality, personal service to their investors and by employing a stable team of highly qualified and experienced staff.

Troubleshooting PDS downloads

Product disclosure statements from the 2020 DIRECTINVEST website will open in a pop-up window. Click here for help allowing pop-up windows on this website.

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.

Disclaimers and other important information

Investments

Australian shares
International shares
Property
Fixed income
Cash

 

Investment products

Managed Funds
Managed Accounts
Superannuation Funds
Wrap Accounts
Insurance Bonds

Strategies

St George Margin Lending
BT Margin Lending
Investment Bond
Sophisticated Investor Opportunities
Self Managed Super Funds

Fund managers

Colonial First State
Perpetual Wealthfocus
BT Investment Funds
MLC Masterkey
Spectrum Super

Australian Fund Managers

Investor Education

Managed investments
Superannuation
Separately managed accounts
Wrap accounts

PRIVACY POLICY  |  TERMS & CONDITIONS SITEMAP

© 2020 DIRECTINVEST 2016   |  A member of Mason Stevens Group |  ABN 89 069 774 456 

Corporate Authorised Representative AR No 336649  | Financial Services Guide