High Growth Fund
To provide investors with capital growth over the long term (7-10 years) through exposure to growth assets such as Australian shares, international shares and listed property securities.
The Centuria Life Limited invests primarily in growth assets which include Australian shares, International shares and listed and unlisted property securities.
This investment strategy typically aims to hold 80% growth assets and 20% defensive assets.
$6.89 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 1.875% p.a.|
|Suggested Timeframe||7 – 10 years|
|Effective Tax Rate||26%|
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 28 February 2017.
Past performance is not a reliable guide to future performance.
|1 year % p.a.||3 years % p.a.||5 years % p.a.|
|Min %||Max %||Actual %||Investment Manager|
^ This may include Australia and international venture and development capital and public infrastructure investments
A $10,000 investment in a Centuria High Growth Bond made on 1 April 2012 was worth $15,275 five years later on 31 March 2017 after all taxes and fees paid within the bond.
|Top 5 Holdings|
|1. Smallco Broadcap Fund|
|2. Vanguard All World ex-US ETF|
|3. Smallco Investment Fund|
|4. QV Equities Limited (QVE)|
|5. Centuria Metropolitan REIT|