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
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 (%)* | -0.01% | 8.86% | 11.05% | 3.60% | 4.80% |
* Updated 31/05/2024. 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 | |
|---|---|
| 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.
