Centuria Balanced Fund

Investment objective

To provide investors with capital growth over the long term (7- 10 years) through exposure to a diversified portfolio of assets.

Investment strategy

The Balanced Bond invests in a diversified portfolio of assets, including both growth securities (i.e. Australian and international shares and property) and income securities (i.e. fixed interest and cash). Exposure to property may include both direct real property investments and investments in listed and unlisted property securities.

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 Balanced Fund Unit Price History

Buy

Sell

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 (%)*	3.37%	1.61%	10.96%	1.13%	2.52%

* Updated 30/09/2024. 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	OVS0011AU
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	1.5% p.a.
Suggested timeframe	Seven to ten years
Effective tax rate	27%

Target asset allocation

	Min %	Max %
Australian Shares	20	55
International Shares	10	40
Property	0	20
Cash	0	15
Australian Fixed Interest	0	35
Alternative Assets	0	15

Invest today

You are one step closer to securing your future. Request a copy of 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.

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