Targeting investment growth & reducing risk
Are you looking to invest in a fund that provides a high level of protection and solid returns?
If the answer is yes, the DMG Diversified Portfolio (DMGDP) offers real value, greater certainty of a solid return, sensitivity to the ups and downs of the market and lower risk. The fund can be used as the core of your portfolio or as a total investment solution.
Successful investing isn't easy and consistently making strong 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 and the GFC.
While you can try to ride the rollercoaster through all the peaks and troughs, many investors tell us they prefer a smoother experience. That's why we created the DMG Diversified Portfolio.
Why Invest in THE DMG DIVERSIFIED PORTFOLIO?
A solid track record
The portfolio has protected our investors' capital from the worst of the share market falls since 2013.
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
True to its name, this portfolio is well diversified with around 15 separate holdings, which are then further diversified. The fund also includes investments that perform when markets fall.
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.
A direct line to our portfolio manager
We're one of the few funds that encourage our investors to speak directly with our expert portfolio manager. That way, you can learn more about the portfolio and the markets, first-hand.
Our commitment to keeping costs down
We run the portfolio as leanly as we possibly can, without compromising on purpose and service. We negotiate with all the managers and service providers we use. And we never pay commission.
What returns can you expect?
We target investment returns equal to or above the cash rate plus 4% per year after fees. Our priority is to deliver strong, steady returns with a high degree of protection.
If you decide to invest in the financial markets, you’re always taking a risk with your money.
Before investing in the DMG Diversified Portfolio, we recommend you carefully read through the Product Disclosure Statement (PDS).
To find out more, please click on the links below.
DMG Diversified Portfolio Monthly Report February 2024
DMG Diversified Portfolio Online Application
DMG Diversified Portfolio PDS & Paper Application Form
DMG Diversified Portfolio Reference Guide
If you have any questions or need help completing the forms, please get in touch.