Centuria Australian Shares Fund

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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
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
Total estimated fees and costs1.2% 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 (%)*2.30%10.41%29.49%5.19%7.49%

* Updated 31/03/2021. 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 14/04/2021

Investment Bond FundBuy Price $Sell Price $
Australian Shares Fund3.12613.1043

* 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.

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

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