Investment objective
High income
The investment objective for the Navra Funds is to generate in excess of 10% pa income in a variety of market conditions, as a result of active funds management. Income is calculated and paid on a quarterly basis
Absolute return
The objective is to generate positive annual returns in a variety of market conditions. The Navra Funds are not designed to track an index.
Active management using the proprietary NavTraDE system makes it possible to generate positive returns over time, even when share prices are falling.
Contrarian investing by buying as share prices fall thus lowering the average buy price. Gains are realised and locked in as share prices rise.
High quality blue chip portfolio
This type of portfolio provides the security of investing in a continuously monitored diversified portfolio of high quality shares. As soon as a company does not meet certain financial criteria, the share of that company is removed from the portfolio. Please click here for a current list of blue chip shares in the Navra Fund portfolio.