Funds Focus Newsletter January 2013

Wilson HTM Priority Growth Fund Review

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

Wilson, Fund, Wilson HTM Priority Growth Fund, Wilson HTM
Wealth Focus

ANZ Convertible Preference Securities 2 (ANZPA) – Analysis

ANZ has just announced the launch of its new hybrid security, CPS 2. The first round of funding is open through a broker firm allocation, prior to general offer and institutional offer before listing in December.

The securities will be rated A+ by agency Standard & Poor’s meaning they are an investment grade hybrid considered relatively low risk.

CPS 2 will pay a quarterly coupon of between 3.10% and 3.30% over the 90 day bank bill swap rate (BBSW), currently 3.90%, with exact

Hybrid, Fixed Income, IPO, ANZ, Broker Firm Allocation, Hybrid IPO, review

Arafura Pearl Project 2009

Arafura Pearls Project 2009

 

Rebate Offer: 6.4% Rebate

Min. Investment: $13,800 inc. GST

Disclosure:
Wealth Focus will rebate 6.4% (80% of the initla 8% sales commission). Wealth Focus does not receive a trailing commission. This commission is paid by the manager and is NOT an additional charge to the investor.

Documents & Links:
Application/PDS link
Arafura Pearls Project Summary
Arafura Pearls Project webpage

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