Funds Focus

CBA has just announced the launch of a new retail bond: CommBank Retail Bonds Series 1 with a 5 year investment term. The first round of access is through a broker firm allocation, prior to general offer and institutional offer before listing in December.

The Bonds will pay a quarterly coupon of 1.05% over the 90 day bank bill swap rate (BBSW), 5.02%  as of 17th November, with an initial indicative rate of 6.07%. (The first quarter’s pricing is due to be set on date of issue) and will have

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