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Balanced Plus Real Return Fund

A well-diversified investment fund that targets a balanced real (after inflation) returns.

The Clearwater Balanced Plus Real Return Fund is one of two ‘real return’ focused investment portfolios we manage. 

The Balanced Plus Real Return Fund is designed as a long-term investment which will deliver balanced real (after inflation) returns by actively altering Fund’s the asset allocation given the Investment Team’s market outlook. It can be used as the core of your portfolio or as a total investment solution, depending on how you feel about risk. 

Successful investing isn’t easy and consistently making strong real returns is challenging. Investments often perform well when the markets are rising; however, it’s when things get tough that the real value of an investment is clear to see. 

Share markets usually suffer a fall of around 10% during one period each year and a loss of about 20% once every three years. On top of that, there’s the periodic major crash – such as 1987, the tech wreck, the GFC and the Covid crash.

While you can try to ride the rollercoaster through all the peaks and troughs, and that suits some investors, other investors tell us they prefer a smoother experience.

The Balanced Plus Real Return Fund is designed to stay in the market in the long-term, whilst seeking to actively capitalise on volatility through changing the Fund’s asset allocation through time to smooth the journey of returns for investors.

Why Invest in THE Clearwater Dynamic FUND?

Targeting higher returns

The Balanced Plus Real Return Fund aims to deliver returns above the CPI rate plus 3.0%, after fees over 5 years.

Easily invest in the fund yourself

If you’re an investor who prefers to do the research and make your own decisions on how to invest, simply complete the forms and let us know if you need any help along the way..

Widely diversified to reduce risk

The Balanced Plus Real Return Fund is highly diversified with around 25-35 separate holdings, which are then further diversified. Diversification reduces risk when share markets falls and can support a quicker recovery.

Fast response to market volatility

Our portfolio is actively researched and managed with a level of diversification and protection that allows us to quickly respond to changes in the financial markets.

Direct access to the people that manage the fund

We are one of the few funds that encourage our investors to speak directly with the people managing the investment. That way, you can understand more about the portfolio and the markets, first-hand.

A commitment to reducing costs

We run the portfolio as lean as we can without compromising our purpose and service. We negotiate with all the managers and service providers we use and do not pay any commissions.

Are you ready to invest?

If You Decide To Invest In The Financial Markets, You're Always Taking A Risk With Your Money.

Before investing in the Clearwater Dynamic Fund, we recommend you carefully read through the Product Disclosure Statement (PDS).

To find out more, please click on the links below.

  1. Clearwater Balanced Plus Real Return Fund Monthly Report June 2024

  2. Clearwater Balanced Plus Real Return Fund Online Application

  3. Clearwater Balanced Plus Real Return Fund PDS & Paper Application Form

  4. Clearwater Balanced Plus Real Return Fund Reference Guide

  5. Redemption Form

  6. Change of Details Form

  7. Target Market Determination

If you have any questions or need help completing the forms, please get in touch.

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