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
Widely diversified to reduce risk
Fast response to market volatility
Direct access to the people that manage the fund
A commitment to reducing costs
Are you ready to invest?
IF YOU DECIDE TO INVEST IN THE FINANCIAL MARKETS, YOU’RE ALWAYS TAKING A RISK WITH YOUR MONEY.
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Clearwater Dynamic Fund Monthly Report June 2024
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Clearwater Dynamic Fund Online Application
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Clearwater Dynamic Fund PDS & Paper Application Form
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Clearwater Dynamic Fund Reference Guide
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Redemption Form
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Change of Details Form
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Target Market Determination