Centuria DWA CARE ESG 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 provides ESG conscious investors an exposure to a range of index and sector investments, offering broad diversification across multiple growth asset classes.

The portfolio is designed for investors with a high tolerance for risk who are seeking long-term capital growth.

Investment manager

DWA Managed Accounts Pty Ltd.

Key features

Key features

Key features
APIR code OVS1752AU
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 0.52% p.a.
Recommended minimum investment period Seven years

Target asset allocation

Asset class Min % Max %
Australian shares 0 65
International shares 0 65
Property and infrastructure 0 10
Cash 0 18

 

Invest today

You are one step closer to securing your future. Download 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.

You are now leaving Centuria Australia
and entering Centuria New Zealand.

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