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Centuria DWA CARE Genuine Edge Fund |  |
Investment objective
The portfolio aims to achieve returns (before fees) that exceed the MSCI World ex-Australia Index (with net dividends reinvested) in Australian dollars over periods of 10 years or more.
Investment strategy
The portfolio invests in a diversified range of Australian and international shares including smaller companies. The portfolio is more likely to suit investors who are seeking to maximise long term returns and to accept the possibility of greater volatility and short-term capital losses. In general, the portfolio will hold around 100% in growth assets and 0% in defensive assets. However, these allocations will be actively managed within the allowable ranges depending on market conditions.
Investment manager
DWA Managed Accounts Pty Ltd.
Unit prices
Unit price
DWA CARE Genuine Edge Fund Unit Price History
Past performance is not a reliable indicator of future performance.
Key features
| Key features | |
|---|---|
| APIR code | OVS2862AU |
| 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 | 5-7 years |
Target asset allocation
| Asset class | Min % | Max % |
|---|---|---|
| Australian shares | 0 | 50 |
| International shares | 50 | 100 |
| Cash | 0 | 50 |
Invest today
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You can apply online for a simple and easy application process, or contact us for any investment, product or administrative enquiries.