The Clearwater Dynamic Portfolio 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 CDP 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.

Targeting higher returns

The CDP 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 CDP 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 Portfolio, we recommend you carefully read through the Product Disclosure Statement (PDS). 

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

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