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

Investment Strategy:

NavraInvest offers a unique approach to the management of share funds. The NavraInvest approach is to actively manage a portfolio of blue chip shares to produce income that is a high proportion of the total return of the Funds. The approach aims to produce absolute annual returns using a proprietary quantitative trading system called NavTraDE that is contrarian in nature.

Margin Lenders:

Margin Lender	LVR	Website
Bank of Queensland Margin Lending	70%	BoQ
Citi Smith Barney Margin Lending	70%	Citi
Colonial Margin Lending	70%	Coln
Commonwealth Securities	70%	CSec
St. George Margin Lending	75%	StG
Suncorp Margin Lending	75%	SunC

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.

Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.