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Wilson HTM Priority Growth Fund

Fund Category Australian Shares
Minimum Initial Investment $40,000
Expected Close Date Ongoing
Wilson HTM Growth Fund Image

The Wilson HTM Priority Growth Fund ("the Fund") is an actively managed portfolio of up to 40 quality Australian growth companies.

The Fund was launched in July 2005 to give investors direct access to more than 25 investment professionals via a diversified portfolio of primarily small and mid cap Australian companies.

The Fund aims to exceed the return of the S&P/ASX Small Ordinaries Accumulation Index (‘Index’) by 8.0% p.a. over rolling 3 to 5 year periods. Since its inception in 2005 the Fund has returned 16.42% p.a., an excess return of 13.67% p.a. versus the Benchmark^.

Why the Wilson HTM Priority Growth Fund?

  • Significant Outperformance
    The Wilson HTM Priority Growth Fund has achieved an excess return of 13.67% p.a above the return of the S&P/ASX Small Ordinaries Accumulation Index and of the S&P/ASX All Ordinaries Accumulation Index since its inception^.
  • Priority Access to Initial Public Offerings
    The Fund has guaranteed access to initial public offerings (IPOs) and other sought after capital raisings.
  • A Wealth of Knowledge
    Benefit from the stock picking expertise of more than 25 Research, Corporate Finance and Investment management professionals with an average of 15 years experience each.
  • Genuine Diversification
    Access a diversified portfolio of up to 40 quality Australian companies across multiple high growth industry sectors.
  • Proven Experience Since 1895
    Wilson HTM Investment Group has more than 117 years of experience guiding investors through all market cycles, and is an ASX listed investment manager with $11.6 billion in funds under management as at 31 July 2012.

 

Fund Performance: View the latest fund performance data here
 

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FEE DISCLOSURE

2020 DIRECTINVEST may receive a referral commission of up to 0.2% pa. This commission is paid by Wilson HTM and is not an additional charge to the investor.

Disclaimers and other important information

^ Fund returns are net of fees and annualised to 28 February 2014. The Fund’s inception date is 4 July 2005. Past performance is not indicative of future performance. Returns are net of management fees of 1.25% p.a. and net of any performance fees of 20% and assume distributions are reinvested. Returns do not include tax or entry fees of 0-2% or ongoing adviser service fees of 0-1% p.a. as these fees are not charged unless an investor agrees to pay them to an adviser. The Fund’s risk/return profile is High Growth. The S&P/ASX Small Ordinaries Accumulation Index assumes 100% reinvestment of dividends. To the extent that any of the content contained in this material constitutes advice, it is general advice that has been prepared without taking into account your objectives, financial situation or needs. Interests in the Fund are issued by WHTM Capital Management Limited ABN 29082494362 AFSL 238371. Please read the Fund’s Product Disclosure Statement before deciding to invest.

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