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