The investment objective of the fund is to provide an investment return that tracks the performance of the Solactive Australian Investment Grade Corporate Bond Select TR Index, before taking into account fees and expenses.
To invest in investment grade fixed-rate Australian corporate bonds. The fund’s strategy will preference securities offering superior expected excess returns over Australian government bonds.
BetaShares Capital Limited is a leading manager of exchange traded funds (ETFs) and other ASX traded funds. Its aim is to provide intelligent investment solutions, which help Australian investors meet their financial objectives.
With a broad range of products now trading on the ASX, its range of funds is one of the largest and most diverse available on the ASX market. It offers investors simple to use and cost effective access to equities, cash, currencies, commodities and alternative strategies.
Past performance is not a reliable indicator of future performance. The Buy and Sell unit prices differ due to the brokerage costs incurred by Centuria LifeGoals to purchase or sell the underlying securities.
|Risk level||3 – low to medium|
|Minimum initial investment||$500|
|Minimum additional investment||$500 for a one-off additional payment|
|Regular investment plan||Minimum monthly deposit of $100|
|Minimum switching amount||$500|
|Total net management fee||0.75% p.a.|
|Recommended minimum investment period||Three years|
The performance of your investment is measured after taxes and fees within this tax paid fund.
|1 mth||3 mth||6 mth||1 yr|
|Net return* (%)||-0.08%||1.57%||3.55%||4.46%|
Past performance is not a reliable indicator of future performance.
(*As at 31/12/2020)
|Net Performance||Min %||Max %|
|Cash and fixed interest||0||100|