The minimum an investor can invest, in an individual investment option is $500 to start. The minimum additional investment into a fund that you have exposure to is $100. There is no limit on how much an investor can invest during the first year.
Investors can choose to set up a regular savings plan, whereby Centuria will direct debit from your nominated bank account a set amount at a frequency of your choosing, being Monthly, Quarterly or Annually.
Alternately, Investors can complete an online additional application form available in Centuria Investor and funds can be transferred by either BPAY or Electronic Funds Transfer (EFT) or once off Direct Debit.
You can add up to 125% of the previous year’s total contributions without resetting the start date of your investment. This is known as the 125% rule.
This allows you to invest more every year and grow your portfolio. For example, if an Investor invested $100,000 during the first year, they could invest a maximum of $125,000 in the second year without having to reset their initial investment date.