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About Wilson HTM

About Wilson HTM

Wilson HTM Investment Group is one of Australia's leading financial services businesses with over 119 years of investment management experience. We provide personalised Wealth Management services for clients who require access to some of Australia's leading financial planners, fund managers and research analysts.

Wilson HTM's Wealth Management service offers clients:

  • Tailored investment strategies focused on performance and integrity
  • Access to over 100 highly qualified and experienced advisers, fund managers and investment management professionals
  • A solid reputation of creating wealth for clients since 1895
  • Access to one of the top Australian Equity Funds, the Wilson HTM Priority Growth Fund and the Wilson HTM Priority Core Fund
  • An ability to recommend investments across every asset class
  • The option to retain beneficial ownership of the underlying investments

2/09/2014 Priority Growth Fund Unit Prices

2.7343 Entry price 2.7179 Exit Price

Wilson HTM Priority Funds

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Download PDS

Download Fund Product Disclosure Statement (PDS)

 

1.^The Wilson HTM Priority Growth Fund ARSN 117 083 762 ('Growth Fund') and Wilson HTM Priority Core Fund ARSN 144 032 431 (‘Core Fund')  returns to  30 June 2014 (net of fees). The Growth Fund inception date is 4/7/2005 and the Core Fund inception date is 22/6/2010. Past performance is not a reliable indicator of future performance. Returns are net of management fees (1.25% p.a. for the Growth Fund and 1.5% p.a. for the Core Fund) and net of any performance fees (20% for the Growth Fund and 15% for the Core Fund) and assume distributions are reinvested. Returns do not include tax or entry fees of 0-2% or ongoing adviser service fees of 0-1% p.a. as these fees are not charged unless an investor agrees to pay them to an adviser. The Growth Fund’s risk/return profile is High Growth and the Core Fund’s is Growth. The S&P/ASX Small Ordinaries Accumulation Index and the All Ordinaries Accumulation Index assume 100% reinvestment of dividends. Interests in the Growth Fund and Core Fund are issued by Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238371. 2.* The Core Fund’s 5 Star Morningstar rating is based on 3 year risk-adjusted returns to 30 June 2014 for the Australian large growth funds category. The Morningstar star rating is an assessment of a fund’s past performance based on 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 Product Disclosure Statement before making a decision. 3.+No exit fees apply and no entry fees or adviser service fees are charged unless investors agree to pay them to an adviser