Centuria Australian Shares Fund

Investment objective

To provide investors with capital growth over the long term (7-10 years) through exposure to a diversified portfolio of Australian shares.

Investment strategy

To primarily invest in a diversified portfolio of Australian shares either directly or through unit trusts.

Key features

Key Features
APIR CodeOVS0010AU
FactsheetDownload Factsheet
Minimum initial investment$500
Minimum additional investment$500 for a one-off additional payment
Additional investment planMinimum monthly deposit of $100
Minimum switching amount$500
Minimum balance$500
Contribution feeNil
Annual management feeNet 1.2% p.a.
Suggested timeframeSeven to ten years
Effective tax rate27%

Performance

The performance of your investment is measured after taxes and fees within this tax paid fund.

3 mth6 mth1 yr3 yr5 yr
Net return (%)*6.15%1.32%-0.82%3.79%6.45%

* Updated 31/08/2020. For periods of 1 year or longer, the movement is expressed as an annual rate of return. For periods less than 1 year, the return is expressed as a percentage for that corresponding period. Past performance is not a reliable indicator of future performance.

Unit Price

These prices are accurate only for the day quoted and are current for 28/09/2020

Investment Bond FundBuy Price $Sell Price $
Australian Shares Fund2.78342.7640

* Unit Prices are available after two business days

Centuria Australian Shares Fund Unit Price History

Past performance is not a reliable indicator of future performance.

Target Asset Allocation

Min %Max %
Australian Shares85100
Cash & Derivatives015

 

Invest today

You are one step closer to securing your future. Download the Centuria Investment Bonds 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.