Key features

• Strong Performance - The Wilson HTM Priority Growth Fund is ranked No. 1 out of all Australian Equity managed funds*, with a return of 76.5% in the last 12 months and 29% p.a. since its inception in July 2005^.


• Priority Access to IPOs and other capital raisings managed by Wilson HTM Corporate Finance, allows the fund to benefit from institutional pricing on IPOs and other capital raisings.


• Active Management and careful stock selection provides investors access to a fund that has outperformed many of its peers in both a rising and falling market.


• Alignment of Interest - Highlighting a commitment to their investment philosophy and the fund, Wilson HTM Investment Group and its key staff held 19% of the Fund as at 28 February 2010.


• Consistency of performance has been demonstrated by the Wilson HTM Priority Growth Fund. The Fund was ranked the Number 1* Australian Equity Fund (over 3 years) throughout the whole of 2009 and to date in 2010.


• Minimum Investment - $40,000

Find out more

If you would like further information on the Wilson HTM Priority Growth Fund, please click on the links below:

• PDS (including application)
• Key Facts
• Preview next issue's feature on boutique managers and the Wilson HTM Priority Growth Fund

Alternatively, if you wish to obtain hard copies or discuss this investment further, please call us on 1300 559 869.

Sulieman Ravell
Wealth Focus Pty Ltd

* The Wilson HTM Priority Growth Fund ARSN 117 083 762 ('Fund') No. 1 ranking is based on 3 year investment returns for all Australian Equity investment trusts to 28 February 2010 from Morningstar.

^ Fund returns are net of fees and annualised to 28 February 2010. The Fund’s inception date is 4 July 2005. Past performance is not indicative of future performance. To the extent that any of the content contained in this material constitutes advice, it is general advice that has been prepared without taking into account your objectives, financial situation or needs. Interests in the Fund are issued by WHTM Capital Management Limited ABN 29082494362 AFSL 238371. Please read the Fund's Product Disclosure Statement before investing.

** The Fund’s 5 Star Morningstar rating is based on 3 year risk-adjusted returns for the Australian mid/small growth funds category. Investment trust returns are to 28 February 2010. The Morningstar rating is an assessment of a fund’s past performance based on both return and risk which shows how similar investments compare with their competitors. A high rating alone is insufficient basis for an investment decision. © 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.