Key benefits
High Income
The objective of the Funds is to generate positive annual returns and quarterly distributed income. The Funds are not designed to track an index. Regular distributed income is possible as a result of active funds management utilising the NavTraDE Investment Management System.
Absolute return
Active management using the proprietary NavTraDE system makes it possible to generate positive returns over time, even when share prices are falling.
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.
Investor Services
Access a wealth of updated information via our comprehensive website or by contacting Investor Services:
Phone: 1300 656 131
Email: info@navrainvest.com.au
In person: Suite 203, Level 2, 21 Berry Street, North Sydney NSW 2060
Investors also have the option to access their investment holdings online through ‘InvestorServe' including unit holding Information and transaction histories.
For whom are the Funds best suited?
The Funds are suitable for investors seeking exposure to an actively managed portfolio of Australian Blue Chip Shares.
The Funds are suitable as a stand alone investment and also as a means of further diversifying the Australian share component of an investor's portfolio. The Funds could also be used to complement other sector funds such as property and fixed interest funds or be combined with balanced funds that are diversified across more than one asset class.
The Funds should be viewed as medium to long term investments of at least five years and are best suited to those investors seeking:
- An exposure to an actively managed portfolio of Blue Chip Shares and cash with share exposure spread across industry sectors;
- A potentially higher distribution return than would normally be achieved solely through the receipt of dividends from shares while retaining the potential for some tax effective income through dividend imputation or other tax credits; and
- The potential to generate capital growth over the long term which might provide protection from the effect of inflation on the purchasing power of their money.
The Funds may be more suitable to investors who are willing to accept the risk a higher degree of volatility in distribution and capital growth investment returns. We suggest you to consult a licensed financial adviser and taxation adviser prior to making a decision to invest.