You are now leaving Centuria Australia
and entering Centuria New Zealand.
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.
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.
DWA Managed Accounts Pty Ltd.
Past performance is not a reliable indicator of future performance.
Key features | |
---|---|
APIR code | OVS1861AU |
Risk level | 6 – High |
Minimum initial investment | $500 |
Regular investment plan | Minimum monthly deposit of $100 |
Minimum switching amount | $500 |
Minimum balance | $500 |
Total estimated fees and costs | 0.57% p.a. |
Recommended minimum investment period | 5-7 years |
Asset class | Min % | Max % |
---|---|---|
Australian equities | 0 | 65 |
International equities | 0 | 55 |
Listed Property | 0 | 10 |
Fixed Interest | 0 | 18 |
Cash | 0 | 20 |
Past performance is not a reliable indicator of future performance.
Key features | |
---|---|
APIR code | OVS1861AU |
Risk level | 6 – High |
Minimum initial investment | $500 |
Regular investment plan | Minimum monthly deposit of $100 |
Minimum switching amount | $500 |
Minimum balance | $500 |
Total estimated fees and costs | 0.57% p.a. |
Recommended minimum investment period | 5-7 years |
Asset class | Min % | Max % |
---|---|---|
Australian equities | 0 | 65 |
International equities | 0 | 55 |
Listed Property | 0 | 10 |
Fixed Interest | 0 | 18 |
Cash | 0 | 20 |
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.