Australian Shares Bond
To provide investors with capital growth over the long term (7-10 years) through exposure to a diversified portfolio of Australian shares.
To primarily invest in a diversified portfolio of Australian shares either directly or through unit trusts.
$13.41 million (inception date 26/02/2004)
|Minimum Initial Investment||$500|
|Minimum Additional Investment||$500 for a one-off additional payment|
|Additional Investment Plan||Minimum monthly deposit of $100|
|Minimum Switching Amount||$500|
|Annual Management Fee||Net 1.2% p.a.|
|Suggested Timeframe||7 – 10 years|
|Effective Tax Rate||23%|
The performance of your bond is measured after taxes and fees within this tax paid bond. For periods of 1 year or longer, the movement is expressed as an annual rate of return. The performance figures below are as at 30 April 2017.
Past performance is not a reliable guide to future performance.
|1 years % p.a.||3 years % p.a.||5 years % p.a.|
|Min %||Max %||Actual %||Investment Manager|
A $10,000 investment in a Centuria Australian Shares Bond made on 1 May 2012 was worth $16,221.29 five years later on 30 April 2017 after all taxes and fees paid within the bond.
|Top 5 Holdings|
|1. Smallco Broadcap Fund|
|2. Smallco Investment Fund|
|3. Fidelity Australian Equities|
|4. QV Equities Limited (QVE) Ltd|
|5. Third Link Growth Fund|
Factsheets are updated in the third week of every month – Download Fact Sheet