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| Manager | |
| Fund Name | |
| Strategy | |
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| Latest Return | |
| Latest 6 Months | |
| Latest 12 Months | |
| Latest 24 Months (pa) | |
| Annualised Since Inception | |
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| FUM (millions) | |
| Fund Overview | The Fund is comprised of a concentrated portfolio of securities outside the ASX100. The fund may invest up to 10% in global equities but for this portion typically only invests in New Zealand. Investments are primarily made in ASX listed and other exchange listed Australian securities, however, it may also invest up to 10% in unlisted Australian securities. The Fund is designed for investors seeking medium to long term capital growth who are prepared to accept fluctuations in short term returns. The suggested minimum investment time frame is 3 years. |
| Manager Comments | Key positive contributors for the month were Mainstream, Mainfreight and Oceania Healthcare with the key detractors being Austal, Omni Bridgeway and EQT Holdings. Prime have noted that the portfolio remains well balanced with a number of attractively priced companies that will benefit from an effective vaccine (e.g. travel, leisure, cyclicals), while being heavily weighted to those which can grow with little dependence on the economic cycle. |
| More Information |
