Wilson HTM Priority Growth Fund - Leading the Way (cont. from page 3)
Launched in 2005 to prove the strength of Wilson HTM’s in-house research, the Wilson HTM Priority Growth Fund has provided investors with a return of over 29%pa^ and has certainly proved to be a fund to consider.
We have had our eye on the Priority Growth Fund for some time now and have been asked about this fund on numerous occasions.
My initial concerns were whether this boutique manager would be able to continue to produce the goods as the fund grew in size, and whether its significant outperformance in early 2007 was really down to manager performance, or more of a rising tide lifting all boats.
Since then, we have experienced a meltdown in the financial markets, a significant fall in the number of initial public offers coming to market, and the fund has grown from $50 Million to over $115 Million.
Significant Outperformance
In my opinion, any one of these factors alone could significantly impact on the fund’s performance relative to its peers, yet it has continued to outperform and is currently the number 1 ranked Australian Equity Fund over 3 years*.
Wilson HTM have certainly proven the strength of their investment team, outperforming the majority of their peers in both rising and falling markets.
We think investors would do well to consider adding this fund as part of their overall allocation to Australian Equities.
Rebate Offer: No Entry Fee
Minimum Investment: $40,000
Disclosure:
Wealth Focus will receive up to 0.6% as a marketing commission from Wilson HTM. This is paid by the manager and is NOT an additional fee to the investor.
Documents & Links:
Application/PDS link
Wilson HTM Priority Growth Fund Summary
Wilson HTM Priority Growth Fund webpage
Contact Wealth Focus on 1300 559 869 for more information.
Key Strengths
1. Strong performance - Returning 29% p.a. since its inception in 2005, the Wilson HTM Priority Growth Fund has outperformed its benchmark, the S&P/ASX Small Ord’s Accumulation Index by 24% p.a.^ and is currently the number 1 ranked Australian Equity Fund over 3 years*
2. Priority Access to IPOs managed by Wilson HTM Corporate Finance, allows the fund to benefit from institutional pricing and guaranteed access to sought after capital raisings.
3. In-house investment team - Fund manager, Sandy Grant, attributes much of the Fund’s success to the quality of the in-house research team and guaranteed access to IPOs and other capital raisings managed by Wilson HTM Corporate Finance.
4. Alignment of Interest - Reflecting their strong belief in their own investment philosophy, Wilson HTM Investment Group and its key staff hold 19% of the Fund (as at 28/02/2010).
^ Net returns to 28 February 2010. The Wilson HTM Priority Growth Fund ARSN 117 083 762 ('Fund') inception date is 4 July 2005. Past performance is not indicative of future performance. Interests in the Fund are issued by WHTM Capital Management Limited ABN 29082494362 AFSL 238371. *1. The Fund’s No. 1 ranking is based on 3 year investment returns for all Australian Equity investment trusts to 28 February 2010 from Morningstar. © 2010 Morningstar, Inc. All rights reserved. Neither Morningstar nor its affiliates nor their content providers guarantee the above data or content to be accurate, complete or timely nor will they have any liability for its use or distribution. Any general advice has been prepared by Morningstar Australasia Pty Ltd ABN 95 090 665 544, AFSL 240892 a subsidiary of Morningstar, Inc. and the information provided is without reference to your objectives, financial situation or needs. Refer to the Financial Services Guide for more information at www.morningstar.com.au/fsg.pdf, and read the Fund’s Product Disclosure Statement before investing.
Contact Details P: 1300 55 98 69 | F: 1300 55 98 70
Office: Suite 7, 49-53 North Steyne, Manly NSW 2095 | Postal Address: PO Box 760, Manly, NSW 1655
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