You are now leaving Centuria Australia
and entering Centuria New Zealand.
To achieve maximum total return by investing in fixed interest securities predominantly denominated in Australian or New Zealand currencies, and to seek to preserve capital through prudent investment management.
In pursuing the Fund’s investment objective, PIMCO applies a wide range of diverse strategies including Duration analysis, Credit analysis, Relative Value analysis, Sector Allocation and Rotation and individual security selection. PIMCO’s investment strategy emphasises active decision making with a long-term focus and seeks to avoid extreme swings in Duration or maturity with a view to creating a steady stream of returns.
The PIMCO Group manages funds (including non-third party assets) for investors around the world and employs over 785 investment professionals across all its offices. PIMCO Group’s history dates back to 1971 when it was established as a specialist fixed interest manager. The PIMCO Group has its head office in Newport Beach, California, USA with offices located in Hong Kong, New York, Austin, Toronto, Munich, Sydney, Singapore, Tokyo, London, Milan, São Paulo, Taipei, Zurich, Bermuda, Chicago and Solana Beach.
Past performance is not a reliable indicator of future 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* (%) | 0.83% | -0.36% | 2.10% | 3.50% | 1.74% |
Past performance is not a reliable indicator of future performance. (*As at 30/11/2024)
Key features | |
---|---|
APIR code | OVS2591AU |
Risk level |
3 – Low to Medium |
Minimum initial investment | $500 |
Regular investment plan | Minimum monthly deposit of $100 |
Minimum switching amount |
$500 |
Minimum balance | $500 |
Total estimated fees and costs | 0.83% p.a. |
Recommended minimum investment period | Seven years |
Asset class | Min % | Max % |
---|---|---|
Cash and fixed interest | 0 | 100 |
Past performance is not a reliable indicator of future 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* (%) | 0.83% | -0.36% | 2.10% | 3.50% | 1.74% |
Past performance is not a reliable indicator of future performance. (*As at 30/11/2024)
Key features | |
---|---|
APIR code | OVS2591AU |
Risk level |
3 – Low to Medium |
Minimum initial investment | $500 |
Regular investment plan | Minimum monthly deposit of $100 |
Minimum switching amount |
$500 |
Minimum balance | $500 |
Total estimated fees and costs | 0.83% p.a. |
Recommended minimum investment period | Seven years |
Asset class | Min % | Max % |
---|---|---|
Cash and fixed interest | 0 | 100 |
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.