Cash Plus Bond Fund

Investment Objective

To provide investors with a low volatility return on investments in excess of the UBS Bank Bill Index through diversified investments in cash and fixed interest securities.

Investment Strategy

To invest in established investment managers, term deposits, cash and other listed and unlisted debt securities to achieve consistent and stable returns over the long term.

Fund Size

$6.53 million (inception date 1/10/2015)

Key Features
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
Minimum Balance $500
Contribution Fee Nil
Annual Management Fee Net 0.90% p.a.
Suggested Timeframe No minimum


The performance of your bond is measured after taxes and fees within this tax paid bond. The performance figures are below as at 31 January 2018.

Past performance is not a reliable guide to future performance.

Centuria Cash Plus Bond Fund Current financial year 1 year to 30 June 2017
Gross return 3.96% 9.32 %
Net return 3.02% 8.31%
Updated 31/01/18 For periods less than 1 year the return is expressed as a percentage for that corresponding period. Past performance is not a reliable indicator of future performance.

Asset Allocation

Min %  Max %  Actual %  Investment Manager
Australian Fixed Interest 0 100 76.23 Centuria/Challenger
International Fixed Interest 0 100 0.00
Cash 0 100 23.77 Centuria


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