Centuria LifeGoals Investment Bond offers a broad investment menu covering a range of asset classes.

Our range of high quality active investment managers and low-cost specialised index investments have all been carefully selected to offer a high level of expertise in their fields. They offer different investment styles to satisfy a wide variety of investor goals, enabling you to tailor your portfolio to match your specific risk and return requirements.

There are three multi-manager investment options that are managed by Centuria Life. 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 may suit a range of investment styles and different investment risk levels.

These investment options are unit-linked, and the unit price will vary as the market value of the underlying investments changes. The value of these investments reflects the change in the unit price.

Externally Managed Investment Optionsrisk level1 yr performance*3 yr performance*feesFactsheet
CASH AND FIXED INTEREST FUNDS
Pendal Short Term Income Securities Fund2 – low2.99%1.27%0.48% p.a.Factsheet
Vanguard Australian Fixed Interest Index Fund3 – low to medium-1.22%-2.25%0.43% p.a.Factsheet
BetaShares Australian Investment Grade Corporate Bond ETF3 – low to medium0.76%-1.95%0.48% p.a.Factsheet
Pimco Global Bond Fund3 – low to medium0.94%-2.41%0.68% p.a.Factsheet
Pimco Australian Bond Fund3 – low to medium-0.79%-2.19%0.83% p.a.Factsheet
DIVERSIFIED BALANCED FUNDS
Vanguard Diversified Balanced Index Fund4 – medium4.05%0.84%0.50% p.a.Factsheet
Russell Investments Balanced Fund4 – medium4.55%2.03%0.91% p.a.Factsheet
MLC Wholesale Horizon 4 Balanced Portfolio5 – medium to high6.10%2.22%0.95% p.a.Factsheet
Pendal Sustainable Balanced Fundsustainable4 – medium3.64%2.27%0.90% p.a.Factsheet
DIVERSIFIED GROWTH FUNDS
Vanguard Diversified Growth Index Fund6 – high6.39%2.61%0.50% p.a.Factsheet
Vanguard Diversified High Growth Index Fund6 – highN/AN/AN/AN/A0.59% p.a.Factsheet
Russell Investments Growth Fund5 – medium to high6.22%2.95%0.97% p.a.Factsheet
MLC Wholesale Horizon 5 Growth Portfolio6 – high8.03%3.46%0.98% p.a.Factsheet
Schroder Real Return Fund5 – medium to high4.43%1.38%0.90% p.a.Factsheet
AUSTRALIAN SHARE FUNDS
Vanguard Australian Shares Index Fund6 – high6.07%4.97%0.41% p.a.Factsheet
AB Managed Volatility Equities Fund6 – high-0.22%2.61%0.69% p.a.Factsheet
Bennelong Concentrated Australian Equities Fund6 – high6.47%-1.30%0.93% p.a.Factsheet
Firetrail Australian High Conviction Fund6 – high1.88%2.61%0.93% p.a.Factsheet
BetaShares Geared Australian Equity ETF (hedge fund)7 – very high8.34%7.17%0.86% p.a.Factsheet
Fidelity Future Leaders Fund6 – high8.24%1.87%1.14% p.a.Factsheet
Greencape Broadcap Fund6 – high6.54%4.24%0.97% p.a.Factsheet
Alphinity Sustainable Share Fund sustainable6 – high5.40%3.24%0.97% p.a.Factsheet
INTERNATIONAL SHARE FUNDS
Vanguard International Shares Index Fund6 – high13.72%7.62%0.43% p.a.Factsheet
Walter Scott Global Equity Fund (Unhedged)6 – high8.61%6.00%1.20% p.a.Factsheet
T.Rowe Price Global Equity Fund6 – high13.68%1.96%0.96% p.a.Factsheet
Magellan Global Fund6 – high12.89%5.19%1.25% p.a.Factsheet
Vanguard International Small Companies Index Fund6 – high7.70%2.31%0.59% p.a.Factsheet
PROPERTY AND INFRASTRUCTURE FUNDS
Vanguard Australian Property Securities Index Fund6 – high11.48%4.03%0.46% p.a.Factsheet
Magellan Infrastructure Fund6 – high-3.88%0.04%1.04% p.a.Factsheet
Boutique Manager Series Funds1 yr performance3 yr performance5 yr performancefeesFactsheet
DWA CARE Core High Growth FundN/AN/AN/A0.52% p.a.Factsheet
DWA CARE ESG High Growth FundN/AN/AN/A0.52% p.a.Factsheet
CENTURIA MULTI-MANAGER INVESTMENT OPTIONS
Centuria Australian Shares Fund9.27%3.87%4.69%1.2% p.a.Factsheet
Centuria Balanced Fund5.26%2.14%2.38%1.5% p.a.Factsheet
Centuria Growth Fund3.43%1.07%1.60%1.5% p.a.Factsheet
Centuria Capital Stable Fund No.12.86%N/AN/A1.25% p.a.Factsheet
Centuria Capital Stable Fund No.22.72%N/AN/A1.25% p.a.Factsheet

 

sustainable  ESG investment option

 

*As at 30 April 2024

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You can apply online for a simple and easy application process, or contact us for any investment, product or administrative enquiries.

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