Prime Value Emerging Opportunities Fund Class B announces availability on Netwealth and HUB24
Mark Jordan
The Prime Value Emerging Opportunities Fund Class B is now available via the Netwealth and HUB24 platforms.
The Prime Value Emerging Opportunities Fund is offered by Australian-owned diversified boutique, Prime Value Asset Management, and was launched in 2015. The Fund was upgraded to Highly Recommended by Zenith in early 2024.
The Fund has delivered outstanding returns for investors and was recently ranked third in Mercer’s Australian Small Companies (Ex-100) category for five year annualised returns to 30 June 2024.
It has outperformed both the Small Ordinaries Accumulation Index and Small Industrials Accumulation Index for each of the last six years.
Prime Value introduced the Class B units in February 2024 to cater for interest in the Fund among the advisor and intermediary market – the original Class A units invest to an 8 per cent absolute return benchmark.
The Class B units use the Small Industrials Accumulation Index as its benchmark, the most comparable index given the Fund does not invest in mining companies.
Prime Value Asset Management Head of Distribution, Mark Jordan, said the Prime Value Emerging Opportunities Fund had differentiated itself as a having the personnel and the process to deliver across varied market conditions. “The small cap team led by Richard Ivers and Mike Younger is outstanding and has a strong track record of managing volatility and delivering performance over many different markets.
“Small cap stocks add an important element to investor portfolios providing exposure to attractive growth opportunities and diversification away from the typical holdings of a large cap portfolio.
“Richard and Mike undertake an intensive company visitation program and apply a thoughtful portfolio construction process to deliver a portfolio of high quality companies.
“We are delighted the Prime Value Emerging Opportunities Fund Class B is now available on the Netwealth and HUB24 platforms, providing more access to the fund for advisors.”
The Prime Value Emerging Opportunities Fund (Class A) is currently rated Highly Recommended by Zenith and Recommended by Lonsec, and already available on Netwealth, HUB24, uXchange, Mason Stevens, BT Panorama, Praemium, and AMP North.
