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Rebate Offer
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4.0% (100%)
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Minimum Initial Investment
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$1,000
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Expected Close Date
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Ongoing
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Description
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The NavraInvest funds aim to generate positive annual returns and quarterly distributed income.
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| Product Disclosure Statement |  Download Product Disclosure Statement (PDS) |  Request Product Disclosure Statement (PDS) |
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The NavraInvest Funds aim to generate positive annual returns and quarterly distributed income by investing in Blue Chip companies with a strong competitive position and potential to capital growth. However, Blue Chip Shares can create volatility, often because of mispricing when investors are over-optimistic or over-pessimistic. NavraInvest aims to identify the best buying and selling opportunities and thereby gaining additional returns by trading these shares.
Key features:
- Investing in leading Blue Chip companies.
- Active portfolio management through a quantitative investment process.
- Utilises NavraInvest’s proprietary investment management software.
Through investments in the Navra Blue Chip Australian Share Retail Fund, investors are able to gain exposure to Blue Chip Shares selected from the S&P/ASX 200 Index. Effective 27 February 2009, NavraInvest decided to terminate the Navra Blue Chip American Share Fund.
The significant difference between the Blue Chip Share Retail Fund and the Blue Chip Share Wholesale fund are the fee structures. The Wholesale Fund has a higher minimum entry level and lower fee structure than the Retail Fund.
About NavraInvest Funds
NavraInvest Funds was established in the 1990’s, initially to provide advice to private clients on property funds. The company has since been transformed into an investment management company and now offers the NavraInvest Funds as well as a range of structured investment products.
| Fee Disclosure | | 2020 DIRECTINVEST will rebate 100% of the 4.0% entry fee to the NavraInvest Blue Chip Australian Share Retail 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) | | Key Features |
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