If the answer is yes, the Clearwater Diversified Fund (Diversified) 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, the GFC and the Covid crash.

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 Fund.