Funds Focus

A planner’s perspective

Hybrid Securities
As income investors wait patiently for a return to normal cash rates, the hybrid security market is offering attractive returns which have not been seen for some time

Hybrids are a $24 billion market on the ASX with over 60% assigned an ‘A’ credit rating. With the banks responsible for 55% of the issues, investments in these securities can offer investors an attractive income stream.
Greater Returns
The GFC has

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

Leading the Way

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