You are now leaving Centuria Australia
and entering Centuria New Zealand.
Investment objective
The Vanguard Diversified Balanced Index Fund seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.
Investment strategy
The fund provides low cost access to a range of sector funds, offering broad diversification across multiple asset classes. The fund is designed for Investors seeking a balance between income and capital growth. The fund targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes.
Investment manager
Vanguard is one of the world’s largest global investment management companies. In Australia, Vanguard has been serving financial advisers, retail clients and institutional investors for nearly 30 years.
Key features
Key features
| Key features | |
|---|---|
| APIR code | OVS6023AU |
| Risk level | 4 – medium |
| 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 | 0.50% p.a. |
| Recommended minimum investment period | Five years |
Target asset allocation
| Asset class | Min % | Max % |
|---|---|---|
| Australian equities | 18 | 22 |
| International shares (unhedged) | 12.5 | 16.5 |
| International shares (hedged) | 7 | 11 |
| International small companies | 1.5 | 5.5 |
| Emerging market shares | 1 | 5 |
| Australian fixed interest | 13 | 17 |
| International fixed interest | 33 | 37 |
Key features
Key features
| Key features | |
|---|---|
| APIR code | OVS6023AU |
| Risk level | 4 – medium |
| 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 | 0.50% p.a. |
| Recommended minimum investment period | Five years |
Target asset allocation
| Asset class | Min % | Max % |
|---|---|---|
| Australian equities | 18 | 22 |
| International shares (unhedged) | 12.5 | 16.5 |
| International shares (hedged) | 7 | 11 |
| International small companies | 1.5 | 5.5 |
| Emerging market shares | 1 | 5 |
| Australian fixed interest | 13 | 17 |
| International fixed interest | 33 | 37 |
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.