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Centuria Conservative Fund

Investment objective

To provide Investors with some growth from capital appreciation and income over the long term.

Investment strategy

The Fund invests is to primarily invest in Approved Unit Trust Schemes that have exposure to a diversified portfolio of assets, including both growth assets (e.g. shares and property) and income securities (e.g. fixed interest and cash) or to invest directly into such growth assets and income securities.

Unit price

Unit price

Centuria Conservative Fund

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.

1 mth3 mth6 mth1 yr2 yrs3 yrs
Net return* (%)N/AN/AN/AN/AN/AN/A

Past performance is not a reliable indicator of future performance.
(*As at N/A)

Key features

Key features
APIR CodeOVS4361AU
Minimum initial investment$500
Minimum additional investment$500 for a one-off additional payment
Additional investment planMinimum monthly deposit of $100
Minimum switching amount$500
Minimum balance$500
Contribution feeNil
Total estimated fees and costs1.25% p.a.
Suggested timeframeThree years

Target asset allocation

Asset classMin %Max %
Alternative020
Cash5100
Australian shares030
International shares030
Australian fixed interest0100
International fixed interest0100
Property030

Unit price

Unit price

Centuria Conservative Fund

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.

1 mth3 mth6 mth1 yr2 yrs3 yrs
Net return* (%)N/AN/AN/AN/AN/AN/A

Past performance is not a reliable indicator of future performance.
(*As at N/A)

Key features

Key features
APIR CodeOVS4361AU
Minimum initial investment$500
Minimum additional investment$500 for a one-off additional payment
Additional investment planMinimum monthly deposit of $100
Minimum switching amount$500
Minimum balance$500
Contribution feeNil
Total estimated fees and costs1.25% p.a.
Suggested timeframeThree years

Target asset allocation

Asset classMin %Max %
Alternative020
Cash5100
Australian shares030
International shares030
Australian fixed interest0100
International fixed interest0100
Property030

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.