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The Fund’s objective is to generate consistent growth and income returns over the medium to long term.
The Providence fund is a diversified portfolio targeted towards a long term balanced/growth strategy, with a focus on long term compound growth. It leverages off the Providence Investment Committees, tactical asset allocation decisions and access to external fund managers via Exchange Traded Funds and unlisted managed funds. It has a long term investment horizon.
Providence is a well respected investment advisory group providing financial advice, comprehensive wealth management and investment strategies. Providence’s investment advice is supported by in depth research, extensive market knowledge and an experienced investment committee.
Providence was established in 2000 as an independently owned and operated investment advisory adviser licensed by ASIC and holding Australian Financial Services Licence Number 245643.
The unit price chart will be added once there is sufficient historical data available.
| Key features | |
|---|---|
| APIR code | CENPIB |
| 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 | 1.06% p.a. |
| Recommended minimum investment period | 5-7 years |
| Asset class | Min % | Max % |
|---|---|---|
| Cash | 2 | 50 |
| Australian equities | 15 | 50 |
| International equities | 0 | 40 |
| Property | 0 | 25 |
| Fixed income and credit | 0 | 50 |
| Alternatives | 0 | 20 |
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.