You are now leaving Centuria Australia
and entering Centuria New Zealand.
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 | 0.84% 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 |
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 | 0.84% 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 |
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.