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.

Download Factsheet

Unit prices

Unit price

DWA CARE Genuine Edge Fund Unit Price History

Download 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

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.

continue