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| Rebate Offer |
4.0% (100%) |
| Minimum Initial Investment |
$1,000 |
| Expected Close Date |
Ongoing |
| Description |
The NavraInvest funds aim to generate positive annual returns and quarterly distributed income. |
| Product Disclosure Statement |  | Download Product Disclosure Statement (PDS) |  | Request Product Disclosure Statement (PDS) |
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NavraInvest believe that quality blue chip companies that are finacially strong, well managed and have a strong competitive position should, over time, generate significant capital growth and shareholder value. However, even the prices of Blue Chip Shares can be volatile, often as a result of mispricing when investor sentiment becomes overly optimistic or pessimistic.
NavraInvest aims to identify these buying and selling opportunities and thereby capture additional returns by actively and successfully trading these shares.
The objective of the Navra Blue Chip Australian Share Retail Fund and Navra Blue Chip American Share Fund is to generate positive annual returns and quarterly distributed income. The Funds are not designed to track an index.
- Navra Blue Chip Australian Share Retail Fund: Exposure to Blue Chip shares selected from the S&P/ASX 200 Index.
- Navra Blue Chip American Share Fund: Invests in shares of leading companies listed in the USA and cash.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee to the Navra Blue Chip Australian Share Retail Fund and Navra Blue Chip American Share Fund as additional units. 2020 DIRECTINVEST may receive a trailing commission of up to 0.4% pa. This is paid by the fund manager and is NOT an additional charge to the investor. |
| Download Product Disclosure Statement (PDS) | | Request Product Disclosure Statement (PDS) | | Fund Case Studies | | Key Features |
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| Risk Advice | Not sure about the right level of risk cover? Life insurance advice with commission rebates. more info
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| Managed Funds | Looking for managed funds? Compare over 1,000 funds. Then invest with no entry fees. more info
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