Privacy

Wilson HTM Investment Group understands and appreciates that you, as a Wilson HTM Investment Group website visitor, are concerned about the confidentiality and security of information that Wilson HTM Investment Group may collect about you.Wilson HTM Investment Group is committed to providing you with a range of investment resources and information on our services within a secure and confidential on-line environment.

Our privacy statement sets out;

  • What information we may collect from you.
  • How your information may be used or disclosed.
  • The security of any information you provide.
  • Cookies - what are they and how are they used in the Site.
  • Acceptance and Changes to Privacy Statements.
  • How you may access and correct your information.
  • How you can contact us.

WHAT INFORMATION WE COLLECT FROM YOU

The information that we collect about you will depend on the functions that you use within Wilson HTM Investment Group . We will not collect any information that identifies you as an individual unless you knowingly provide it to us. Any personal information you supply will be used only in accordance with this Privacy Statement. If you browse on the Site, read or download information, our system will record the date and time of your visit and the pages viewed and information downloaded.

USE AND DISCLOSURE OF INFORMATION

Any information we collect from you via the Site, may be made available to, or used by, your adviser, any member of the Wilson HTM Investment Group ("Wilson HTM Investment Group" means Wilson HTM Investment Group Ltd, Pinnacle Investment Management Ltd and WHTM Corporate Finance Ltd and their respective subsidiaries) or any entity carrying out functions on behalf of the Wilson HTM Investment Group for:

  1. the purpose of enabling the Wilson HTM Investment Group to provide products, services or information to you in accordance with your requests or reasonable expectations;
  2. the purpose of enabling the Wilson HTM Investment Group to ascertain whether or not it has other services or products which may foreseeably meet your needs, and to notify you about these;
  3. the purposes of enabling the Wilson HTM Investment Group's research, planning, product development, risk assessment, risk modelling and marketing; and
  4. any other purpose required by or to the extent permitted by law.

We will only disclose personal information to third party entities carrying out functions on behalf of the Wilson HTM Investment Group on a confidential basis.

You should note that information we collect from you may also be disclosed to third parties if that disclosure is required by or to the extent permitted by law.

SECURITY OF YOUR INFORMATION

Wilson HTM Investment Group takes reasonable steps to preserve the security of personal information it collects via the Site. Your user name and password are encrypted with 1024 bit encryption for privacy during transmission using the SSL protocol. To ensure your browser is compatible, your browser software must have been purchased or upgraded within the last twelve months. Upgrades are available through the relevant website www.netscape.com or www.microsoft.com

Your account information is password and user ID protected and we recommend you do not divulge your password or user ID to anyone. Unfortunately, no data transmission over the internet can be guaranteed as totally secure. Accordingly, although Wilson HTM Investment Group strives to protect such information, Wilson HTM Investment Group cannot ensure or warrant the security of any information you transmit to us or receive from our online products or services and you do so at your own risk. Once we receive your transmission, we take reasonable steps to preserve the security of information on our own system. From time to time the Site may contain links to other web-sites, and Wilson HTM Investment Group is not responsible for the privacy practices or the content of these web sites.

COOKIES

A cookie is a small data file placed on your computer by the Wilson HTM Investment Group server. A cookie contains information about your visit to the Site. When you visit the Site again, our server will look for the cookie and structure itself based on the information provided. A cookie identifies your computer to our web server when you visit the Site. We do not use the cookie to store personal information about you. Wilson HTM Investment Group uses browser cookies to improve the speed and reliability of our security system. It is recommended that you turn off any cookie warnings in your browser before using this Site, otherwise you may not be able to use the full functionality of this Site.

ACCEPTANCE AND CHANGES TO PRIVACY STATEMENTS

You acknowledge and accept that your use of the Site indicates your acceptance of the Site terms and conditions of use and this Privacy Statement. This Privacy Statement may change from time to time, so please check back occasionally. Any information collected after an amended Privacy Statement has been posted on this site will be subject to that amended Privacy Statement.

ACCESS AND UPDATING OF INFORMATION

You are able to access and update the personal information that we hold about you at any time. To amend personal information that the Wilson HTM Investment Group holds you should contact your adviser. Please note that there may be a cost associated with this service.

HOW YOU CAN CONTACT US

If you have any questions or feedback about this statement or any privacy issues concerning the Wilson HTM Investment Group, please contact the Privacy Officer, Wilson HTM Investment Group, GPO Box 240, Brisbane Qld 4001 at any time in writing or send an e-mail to Compliance Department

3/02/2012 Priority Growth Fund Unit Prices

2.5748 Entry price 2.5594 Exit Price

Contact a Consultant

Click for a Free call to a Wilson HTM Consultant

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 31 December 2011 (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 WHTM Capital Management Limited ABN 29 082 494 362 AFSL 238371. 2.* The Growth Fund’s 5 Star Morningstar rating is based on 5 year risk-adjusted returns to 31 December 2011 for the Australian mid/small 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