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Centuria CARE High Growth Fund

Investment objective

The portfolio aims to achieve a total return comprising capital growth and dividend income over the medium to long term equal to or greater than the Morningstar Aus Aggressive Target Allocation NR AUD Index before fees.

Investment strategy

The portfolio investment strategy is aimed at aggressive investors who want high capital growth and believe some fluctuations in capital are acceptable. The primary investment goal is capital growth and investors in this portfolio accept the highest level of risk in exchange for a potentially higher long-term return.

Investment manager

DWA Managed Accounts Pty Ltd.

Unit prices

Unit price

CARE High Growth Fund Unit Price History

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Past performance is not a reliable indicator of future performance. 

Key features

Key features
APIR codeOVS1861AU
Risk level6 – High
Minimum initial investment$500
Regular investment planMinimum monthly deposit of $100
Minimum switching amount$500
Minimum balance$500
Total estimated fees and costs0.57% p.a.
Recommended minimum investment period5-7 years

Target asset allocation

Asset classMin %Max %
Australian equities065
International equities055
Listed Property010
Fixed Interest018
Cash020

 

Unit prices

Unit price

CARE High Growth Fund Unit Price History

Buy
Sell
 

Download unit price history

Past performance is not a reliable indicator of future performance. 

Key features

Key features
APIR codeOVS1861AU
Risk level6 – High
Minimum initial investment$500
Regular investment planMinimum monthly deposit of $100
Minimum switching amount$500
Minimum balance$500
Total estimated fees and costs0.57% p.a.
Recommended minimum investment period5-7 years

Target asset allocation

Asset classMin %Max %
Australian equities065
International equities055
Listed Property010
Fixed Interest018
Cash020

 

Request a PDS

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.