ClearView Managed Investments
ClearView Managed Investments are unit trust investments that allow you to pool your money with that of other investors. Your money is then professionally managed and spread across different asset classes including shares, property, fixed interest and cash.
The ClearView Managed Investments product is designed for people who want to invest in managed funds over the short to long term to:
- Generate capital growth from an investment;
- Generate income from an investment; and
- Save towards a specific purpose such as a child's education, wedding costs, buying a home or retirement.
What are the benefits?
ClearView Managed Investments provides a solution to your savings needs.
We have a network of experienced, accredited financial planners who can advise on your financial prosperity - today and into the future.
ClearView Managed Investments enables you to manage your investments by offering you:
- Choice and flexibility through diversified investment options; and
- Convenience and control through extensive products and services, including ongoing administration.
Why choose ClearView Managed Investments?
- ClearView has a simple approach to fees. There are no entry fees, no exit fees, no switching fees, and no income payment fees - just one management fee. There are also transaction costs of investing, such as brokerage costs, that are applied simply through the unit price. These are fully explained in the 'Fees and other costs' section of the PDS which you should read.
- ClearView's Investment Philosophy allows you access to leading investment managers so your money can be diversified both across and within the major asset classes, as well as diversification across investment managers.
- ClearView has a range of Investment Options to choose from to suit your own investment style and goals.
- No minimum investment amount, additional investment or minimum balance so you can start immediately and add to your savings easily.
ClearView Managed Investments - Investment Options
Aggressive, Assertive, Prudent, Conservative and Cautious
(Open to all new and existing investors invested in these Investment Options)
Product Disclosure Statement and Additional Information
Click here to obtain a printer-friendly version of the current Product Disclosure Statement (PDS) for the ClearView Managed Investments.
Click here for the Additional Information. The information in the Additional Information is deemed to be included in the PDS.
Application Form and other Forms
If you wish to invest into the ClearView Managed Investments you may need to complete one or more of the following Forms. If you require assistance on completing the Forms, please contact ClearView on 132 977.
Click here for an Application Form for the ClearView Managed Investments.
Click here for a ClearView Family Fee Discount Election Form.
Click here for an Identification Form: Individuals and Sole Traders.
You can also obtain a PDS, Additional Information and any of the Forms by contacting ClearView on 132 977.
ClearView Managed Investments - Investment Options
Australian Shares Growth, Diversified Growth, Diversified Balanced, Diversified Stable and Monthly Payment (Open to only existing investors invested in these Investment Options)
Product Disclosure Statement and Additional Information
Click here to obtain a printer-friendly version of the current Product Disclosure Statement (PDS) for the ClearView Managed Investments.
Click here for the Additional Information. The information in the Additional Information is deemed to be included in the PDS.
Application Form and other Forms
If you wish to invest into the ClearView Managed Investments you may need to complete one or more of the following Forms. If you require assistance on completing the Forms, please contact ClearView on 132 977.
Click here for an Application Form for the ClearView Managed Investments.
Click here for a ClearView Family Fee Discount Election Form.
Click here for an Identification Form: Individuals and Sole Traders.
You can also obtain a PDS, Additional Information and any of the Forms by contacting ClearView on 132 977.
Use BPAY to make additional ClearView Investments
Important information about clearview managed investments
Continuous Disclosure Obligation
Click here for the latest Concise Financial Reports.
Fund Payment Notices
Click here for the latest Fund Payment Notices.
Product Information Update
There is currently no update.
You should read the PDS and Additional Information when deciding whether to acquire and continue to hold ClearView Managed Investments by ClearView Financial Management Limited ABN 99 067 544 549 ASF Licence No. 22677.
