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There are two Boutique Manager Series Funds Options available that are managed by DWA Managed Accounts Pty Ltd. The underlying investment managers and investments in each of the Investment Options have been selected based on the screening and asset allocation by the Centuria Life Investment Committee. The Investment Options are tailored to suit a range of investment styles and different investment risk levels.
In additional to the investment screening process, within the fund the Centuria Life Investment Committee will manage the investment allocation between asset classes and also how much to allocate to individual investment on behalf of the investor. These four funds differ to the externally managed investment options whereby the investor chooses which investment option(s) to invest in.
|Boutique Manager Series Funds|
|Investment Options||Investment Objective||Investment Strategy||Asset Allocation|
|Centuria DWA CARE Core High Growth Fund||The portfolio aims to achieve a total return comprising capital growth and dividend income over the medium to long term equal to or greater than the Morningstar Aus Aggressive Target Allocation NR AUD Index before fees.||The portfolio investment strategy is aimed at aggressive investors who want high capital growth and believe some fluctuations in capital are acceptable. The primary investment goal is capital growth and investors in this portfolio accept the highest level of risk in exchange for a potentially higher long-term return.||Australian Shares 065%|
International Shares 0-55%
Australian Fixed Interest 0-18%
|Centuria DWA CARE Genuine Edge Fund||The portfolio aims to achieve returns (before fees) that exceed the MSCI World ex-Australia Index (with net dividends reinvested) in Australian dollars over periods of 10 years or more.||The portfolio invests in a diversified range of Australian and international shares including smaller companies. The portfolio is more likely to suit investors who are seeking to maximise long term returns and to accept the possibility of greater volatility and short-term capital losses. In general, the portfolio will hold around 100% in growth assets and 0% in defensive assets. However, these allocations will be actively managed within the allowable ranges depending on market conditions.||Australian Shares 0-55%|
International Shares 50-100%