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.

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Unit price

Unit price

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

Centuria Australian Shares Fund unit price history


Past performance is not a reliable indicator of future performance.

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 (%)* 10.39% 4.19% 6.21% 4.60% 5.61%

* Updated 31/01/2024. 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.

Key features

Key features
APIR Code OVS0010AU
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
Minimum balance $500
Contribution fee Nil
Total estimated fees and costs 1.2% p.a.
Suggested timeframe Seven to ten years
Effective tax rate 27%

Target asset allocation

Min % Max %
Australian shares 70 100
Cash and derivatives 0 30

Invest today

You are one step closer to securing your future. Download 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.

You are now leaving Centuria Australia
and entering Centuria New Zealand.

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