To provide investors with capital growth over the long term (7-10 years) through exposure to a diversified portfolio of Australian shares.
To primarily invest in a diversified portfolio of Australian shares either directly or through unit trusts.
|Minimum Initial Investment||$500|
|Minimum Additional Investment||$500 for a one-off additional payment|
|Additional Investment Plan||Minimum monthly deposit of $100|
|Minimum Switching Amount||$500|
|Annual Management Fee||Net 1.2% p.a.|
|Suggested Timeframe||7 – 10 years|
|Effective Tax Rate||27%|
The performance of your bond is measured after taxes and fees within this tax paid bond.
|Returns to 31 March 2018||1 year||3 years||5 years|
|Updated 31/03/18. For periods less than 1 year the return is expressed as a percentage for that corresponding period, otherwise it is % per annum. Past performance is not a reliable indicator of future performance.|
|Min %||Max %||Actual %|
|Australian Shares Bond||85||100||87.55|
|Cash & Derivatives||0||15||12.45|
A $10,000 investment in a Centuria Australian Shares Bond made on 1 April 2013 was worth $15,478 five years later on 31 March 2018 after all taxes and fees paid within the bond.
Top 5 Holdings
- Smallco Investment Fund
- Smallco Broadcap Fund
- Third Link Growth Fund
- Macquarie Treasury Fund
- Moelis Australia Ltd