Wilson HTM's Flagship Managed Fund

The Wilson HTM Priority Growth Fund is an actively managed fund of up to 40 primarily small and mid cap Australian companies with strong growth prospects. The Fund is the No.1 ranked Australian Equity fund based on 3 year returns¹, and has returned 29% p.a.since its inception in 2005.²

Contact us today to benefit from a high performing managed fund backed by the expertise of over 45 professionals in a company with over 110 years of investment experience.

Please note, the minimum initial investment has changed to $40,000 effective 18 September 2009.

Fund at a Glance

A high performing, diversified managed fund of primarily small and mid cap Australian growth companies
Access to the recommendations of over 45 investment professionals and Wilson HTM managed IPOs
No entry, exit or adviser fees on direct investments³

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Latest Fund Performance

Positive one year return of 76.5%² and the highest 5 Star Morningstar rating⁴
No.1 out all of Australian Equity managed funds¹ based on its 3 year return of 11.4% p.a.²
A return of 29% p.a. since inception in July 2005²

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Wilson HTM Priority Growth Fund Returns (Net of fees) vs Market Indices - 28 February 2010²

	1 Year (%)	3 Year (% p.a.)	4 Year (% p.a.)	Since Inception^* (% p.a.)
Wilson HTM Priority Growth Fund	+76.5	+11.4	+20.3	+29.0
S&P/ASX Small Ordinaries Accum Index	+63.0	-8.3	+0.1	+4.2
S&P/ASX All Ordinaries Accum Index	+47.0	-3.1	+3.0	+6.4

28/02/2010 Latest Fund Returns²

1 year return76.5%

3 year return11.4%

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Download PDS

Download Fund Product Disclosure Statement (PDS)

10/03/2010 Unit Prices

Entry price2.6666

Exit price2.6506

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1.* 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. 2.^ Net returns to 28 February 2010. The Fund's inception date is 4 July 2005. Past performance is not a reliable indicator of future performance. The S&P/ASX Small Ordinaries Accumulation Index and the S&P/ASX All Ordinaries Accumulation Index assume 100% reinvestment of dividends. Interests in the Fund are issued by WHTM Capital Management Limited ABN 29 082 494 362 AFSL 238371. 3. No exit fees are charged, and no upfront contribution (entry) fees or ongoing adviser service fees are charged to investors who do not agree to pay these fees to a financial adviser. 4. The 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 before making any decision.

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