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- Centuria Capital (CNI)
- Centuria Office REIT (COF)
- Centuria Industrial REIT (CIP)
 | Greencape |
Investment objective
The Fund aims to outperform its benchmark over rolling three-year periods.
Investment strategy
Greencape is an active, ‘bottom-up’ stock picker. Whilst Greencape does not target any specific investment style and will invest in stocks displaying ‘value’ and ‘growth’ characteristics, its focus on a company’s qualitative attributes will generally lead to ‘growth’ oriented portfolios. This is an outcome of its bottom-up process. As such, Greencape’s investment style may be classified as ‘growth at a reasonable price’.
Investment manager
Greencape Capital is a specialist Australian equities fund manager based in Melbourne, Australia. Greencape’s investment philosophy is grounded in the belief that markets are inefficient and that qualitative factors are generally under-appreciated in investment decisions. The investment team at Greencape is focused on, and committed to, delivering superior performance, directly aligning its interests with those of its investors.
Key Features
| Key Features | |
|---|---|
| APIR Code | OVS2419AU |
| 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 | 0.97% p.a. |
| Recommended minimum investment period | Five years |
Performance
The performance of your investment is measured after taxes and fees within this tax paid fund.
| 1 mth | 3 mth | 6 mth | 1 yr | 2 yrs | |
|---|---|---|---|---|---|
| Net return* (%) | 1.40% | 2.29% | 7.87% | N/A | N/A |
Past performance is not a reliable indicator of future performance.
(*As at 31/03/2021)
Asset Allocation
| Min % | Max % | |
|---|---|---|
| Australian equities | 85 | 100 |
| Cash | 0 | 15 |
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.