To deliver an investment return of 5% p.a. before fees above Australian inflation over rolling three-year periods. Inflation is defined as the RBA’s Trimmed Mean, as published by the Australian Bureau of Statistics.
The fund does not have fixed strategic asset allocation benchmarks but instead adopts a forward looking and flexible approach to achieve their stated objectives. The fund stands in contrast to the traditional multi-asset investment approaches which construct investment portfolios around relatively static asset allocations.
Schroder Investment Management Australia Limited offers a range of investment products and is part of the Schroders Group, one of the largest independent investment managers providing investment management services from offices in more than 27 countries.
Past performance is not a reliable indicator of future performance. This fund does not charge any Buy and Sell costs in addition to the Buy and Sell costs the underlying manager charges Centuria LifeGoals. Therefore, to an Investor in Centuria LifeGoals, the Buy and Sell unit prices do not differ.
|Risk level||5 – medium to high|
|Minimum initial investment||$500|
|Regular investment plan||Minimum monthly deposit of $100|
|Minimum switching amount||$500|
|Total net management fee||1.02% p.a.|
|Recommended minimum investment period||Five years|
The performance of your investment is measured after taxes and fees within this tax paid fund.
|1 mth||3 mth||6 mth||1 yr|
|Net return* (%)||0.37%||2.97%||3.26%||2.48%|
Past performance is not a reliable indicator of future performance.
(*As at 31/12/2020)
|Net Performance||Min %||Max %|