You are now leaving Centuria Australia
and entering Centuria New Zealand.
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 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 privately owned boutique investment advisory group that delivers financial advice, comprehensive wealth management, and tailored investment strategies. Established in 2000 and licensed by ASIC (AFSL 245643), Providence’s investment philosophy centres on preserving and protecting capital in real terms over the long term while achieving strong risk adjusted returns. Our comprehensive due diligence process is conducted in house and supported by external research and quantitative screening technology. All investment advisers and staff draw on extensive institutional experience, and this collective expertise underpins a robust investment program designed to deliver consistent risk adjusted returns while preserving capital.
| 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 | 15 | 60 |
| Property | 0 | 25 |
| Fixed income and credit | 0 | 30 |
| Alternatives | 0 | 20 |
| 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 | 15 | 60 |
| Property | 0 | 25 |
| Fixed income and credit | 0 | 30 |
| Alternatives | 0 | 20 |
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.