|
|
 |
|
Prime Value Asset Management is a boutique investment company, specialising in creating wealth for high net-worth individuals, private investors and select institutions. Our aim is to produce superior, long term, absolute returns to investors, in excess of the performance of the Australian markets.
We offer two attractive choices for medium to long-term investment: the Prime Value Growth Fund, which aims to provide superior capital growth, and the Prime Value Imputation Fund, which aims to provide capital growth as well as regular, tax-effective income. We also operate Individual Managed Accounts for wholesale clients.
Although past results do not necessarily indicate future performance, both of our funds have outperformed the S&P/ASX 300 Accumulation Index over the short and longer term and in positive and negative market conditions. In recognition of the success of our Funds, Prime Value was the winner of both the Boutique Fund Manager of the Year and the Australian Equities sector award at the Standard + Poor's Australian Fund Awards 2005. Prime Value was also a finalist in the Money Management Fund Manager of the Year Awards 2005 in both the Australian Equity and Rising Star categories.
The shareholders and managers of Prime Value are cornerstone investors in the Funds. As fellow investors, we demand superior returns for accepting the investment risk - not just the average return of the market. This commitment ensures that there is a common objective aligned with that of our investors. 'Building Wealth Together' is more than simply a slogan; it is a statement of our personal commitment and confidence, which has helped to drive our past and continuing success.
|
|
|
|
 |
|
|
 |
 |
Performance:
We aim to achieve superior, long term, absolute returns in excess of the Australian markets. Prime Value has consistently achieved this since inception in April 1998. |
|
 |
Security:
In conjunction with our legal advisors, we will endeavour to continue to meet our obligations under the Corporations Act and our Australian Financial Services Licence. This includes a comprehensive compliance plan audited by an external auditor. |
|
 |
Service:
We will act in the best interests of our Investors, with transparency in our dealings. We aim to provide information to Investors in an accurate and timely manner. |
|
 |
Stable & Ethical Team:
We will be a good steward and operate with integrity, with a highly qualified, experienced and stable team, and a simple and well-understood investment philosophy. |
|
|
|
|
|
|
