ADD ANYTHING HERE OR JUST REMOVE IT…
Menu

Clearwater Dynamic Portfolio

A well-diversified investment fund that targets a higher rate of return.

The Clearwater Dynamic Fund is our higher risk, higher return, investment portfolio.

This fund is designed as a long-term investment which will deliver above-average returns. 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 returns is challenging. However, extensive research supports sitting on your investments and riding out the ups and downs that growth assets will inevitably experience. If you’re in a position where you can ride out the volatility, the rewards can be substantial.

The Dynamic Fund is designed to stay in the market in the long-term and capitalise on volatility. What’s more, the fund uses investments that will give you higher returns than you’ll get on the broad share markets. Our portfolio includes emerging markets, private equity, venture capital, smaller companies and assets that profit when share prices rise as well as fall.

It’s important to note that there will be periods when the value of your investment will drop, so this fund isn’t for everyone. However, long-term investments will always get the best returns.

Why Invest in THE Clearwater Dynamic FUND?

Targeting higher returns

The Dynamic Fund aims to deliver returns above the cash rate plus 6%, after fees over 10 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 Dynamic Fund is well diversified with around 15 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 Dynamic Fund Monthly Report June 2024
  2. Clearwater Dynamic Fund Online Application
  3. Clearwater Dynamic Fund PDS & Paper Application Form
  4. Clearwater Dynamic 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.

Close

Subscribe to receive our latest insights

By subscribing to our insights you will receive our monthly letter to investors, investment ideas, fund performance data and invitations to our exclusive events. To subscribe, please complete the form below. We respect your privacy and all information shared is kept in strict confidence, as outlined in Clearwater Privacy Policy.

Name(Required)

Get in touch

+1234567890
info@clearwaterpm.au