Funds Focus

Australian equities fund
No Entry Fee, No Adviser Fee

Prime Value Growth Fund
(No Entry or Adviser Fees)

Our March newsletter highlighted our concerns of Government debt problems impacting equity markets and that investors should become more selective in the managers they choose over the coming year.In light of the issues in Europe, we highlighted a preference for Australian Equities, most notably boutique fund managers. We

Flexibility is everything
Flexibility to allocate significantly to cash can be an advantage when you see the signs that a market is over-heating.

The GFC provided the perfect stage for Han Lee of Prime Value to show off his skills in capital preservation in volatile equity markets.

Having launched in 1998 and won several awards over the years, Prime Value has proven to be a boutique manager to watch.

Higher returns with lower risk
A prime example of the benefits of investing with

ANZ has just announced the launch of its new hybrid security, CPS 2. The first round of funding is open through a broker firm allocation, prior to general offer and institutional offer before listing in December.

The securities will be rated A+ by agency Standard & Poor’s meaning they are an investment grade hybrid considered relatively low risk.

CPS 2 will pay a quarterly coupon of between 3.10% and 3.30% over the 90 day bank bill swap rate (BBSW), currently 3.90%, with exact