You are now leaving Centuria Australia
and entering Centuria New Zealand.
To provide investors with capital growth over the long term (7-10 years) through exposure to a diversified portfolio of Australian shares.
To primarily invest in a diversified portfolio of Australian shares either directly or through unit trusts.
These prices are accurate only for the day quoted and are current for –
|Investment Bond Fund||Buy Price $||Sell Price $|
* Unit prices are available after two business days
Past performance is not a reliable indicator of future performance.
The performance of your investment is measured after taxes and fees within this tax paid fund.
|3 mth||6 mth||1 yr||3 yr||5 yr|
|Net return (%)*||-5.61%||-3.41%||0.78%||3.43%||3.51%|
* Updated 31/10/2023. 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.
|Minimum initial investment||$500|
|Minimum additional investment||$500 for a one-off additional payment|
|Additional investment plan||Minimum monthly deposit of $100|
|Minimum switching amount||$500|
|Total estimated fees and costs||1.2% p.a.|
|Suggested timeframe||Seven to ten years|
|Effective tax rate||27%|
|Min %||Max %|
|Cash and derivatives||0||30|
You are one step closer to securing your future. Download the Centuria LifeGoals PDS to start investing today.