Growth Fund | Investment Bonds | Centuria LifeGoals

Centuria Growth Fund

Investment objective

To provide investors with long-term (7-10 years) tax-paid capital growth and competitive returns, while controlling short-term variability of capital.

Investment strategy

The Growth Bond invests in a diversified portfolio of assets with the majority of assets in growth assets such as Australian and International shares and property. Exposure to property may include both direct real property investments and investments in listed and unlisted property securities. The Bond will also invest in some income producing assets such as fixed interest and cash.

This investment strategy typically aims to hold 70% growth assets and 30% defensive assets.

Investment Bond Fund	Buy Price $	Sell Price $
-	-	-

Investment Bond Fund

Buy Price $

Sell Price $

Performance

The performance of your bond is measured after taxes and fees within this tax paid bond.

	3 mth	6 mth	1 yr	3 yr	5 yr
Net return (%)*	1.04%	4.23%	11.60%	0.06%	1.51%

3 mth

6 mth

1 yr

3 yr

5 yr

Net return (%)*

1.04%

4.23%

11.60%

0.06%

1.51%

* Updated 31/10/2024. For periods of 1 year or longer, the movement is expressed as an annual rate of return. For periods less than 1 year, the return is expressed as a percentage for that corresponding period. Past performance is not a reliable indicator of future performance.

Key features

Key features
APIR code	OVS0006AU
Minimum initial investment	$500
Minimum additional investment	$500 for a one-off additional payment
Additional investment plan	Minimum monthly deposit of $100
Minimum switching amount	$500
Minimum balance	$500
Contribution fee	Nil
Total estimated fees and costs	1.5% p.a.
Suggested timeframe	Seven to ten years
Effective tax rate	27%

APIR code

OVS0006AU

Minimum initial investment

$500

Minimum additional investment

$500 for a one-off additional payment

Additional investment plan

Minimum monthly deposit of $100

Minimum switching amount

$500

Minimum balance

$500

Contribution fee

Nil

Total estimated fees and costs

1.5% p.a.

Suggested timeframe

Seven to ten years

Effective tax rate

27%

Asset class	Min %	Max %
Australian Shares	0	60
International Shares	0	50
Property	0	33
Australian Fixed Interest	0	95
Cash	0	100
Alternative assets	0	15

Asset class

Min %

Max %

Australian Shares

International Shares

Property

Australian Fixed Interest

Cash

100

Alternative assets

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

Centuria Growth Fund

Investment objective

Investment strategy

Unit price

Growth Fund unit price history

Performance

Key features

Target asset allocation

Invest today

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