You are now leaving Centuria Australia
and entering Centuria New Zealand.
Investment objective
To achieve returns in excess of the S&P/ASX Mid Small Index over the suggested minimum investment time period of five to seven years.
Investment strategy
The Fund provides investors with the potential for long term capital growth by investing in a portfolio of listed mid- and small-cap Australian shares.
Through inhouse, bottom up company research, Fidelity aims to uncover the opportunities that it believes offer the greatest scope for outperformance.
Investment manager
FIL Investment Management (Australia) Limited is part of the Fidelity International (Fidelity) which provides investment solutions and retirement investment expertise to institutions, individuals and their advisers.
FIL is privately owned with the majority owned by its senior employees.
Key features
Key features
| Key features | |
|---|---|
| APIR code | OVS3677AU |
| Risk level | 6 – high |
| Minimum initial investment | $500 |
| Minimum additional investment | $500 for a one-off additional payment |
| Regular investment plan | Minimum monthly deposit of $100 |
| Minimum switching amount | $500 |
| Minimum balance | $500 |
| Total estimated fees and costs | 1.14% p.a. |
| Recommended minimum investment period | Five to seven years |
Target asset allocation
| Asset class | Min % | Max % |
|---|---|---|
| Australian equities | 90 | 100 |
| Cash | 0 | 10 |
Key features
Key features
| Key features | |
|---|---|
| APIR code | OVS3677AU |
| Risk level | 6 – high |
| Minimum initial investment | $500 |
| Minimum additional investment | $500 for a one-off additional payment |
| Regular investment plan | Minimum monthly deposit of $100 |
| Minimum switching amount | $500 |
| Minimum balance | $500 |
| Total estimated fees and costs | 1.14% p.a. |
| Recommended minimum investment period | Five to seven years |
Target asset allocation
| Asset class | Min % | Max % |
|---|---|---|
| Australian equities | 90 | 100 |
| Cash | 0 | 10 |
Request a PDS
You are one step closer to securing your future. Request a copy of the Centuria LifeGoals PDS to start investing today.
You can apply online for a simple and easy application process, or contact us for any investment, product or administrative enquiries.