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 assets.
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.
| 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 (%)* | 3.20% | 5.58% | 11.08% | 1.63% | 2.64% |
* Updated 30/11/2024. 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 | 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% |
| 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 |
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 (%)* | 3.20% | 5.58% | 11.08% | 1.63% | 2.64% |
* Updated 30/11/2024. 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 | 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% |
| 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 |
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.