Centuria Capital Guaranteed Fund
Investment objective
To provide investors with a high level of capital security and competitive returns over the long-term through diversified investments in fixed interest securities and cash.
Investment strategy
To invest in a mix of high quality government securities, bank-backed securities, investment grade corporate securities and cash to achieve a high level of capital security over the long term.
Key features
| Key features | |
|---|---|
| APIR Code | OVS0004AU |
| Factsheet | Download Factsheet |
| 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 1.5% p.a. |
| Suggested timeframe | No Minimum |
| Effective tax rate | 25% |
Bonus crediting rating
The performance of your bond is measured on the after taxes and fees bonus crediting rate paid each calendar year. All figures expressed are an annual return for that year.
| 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|
| Bonus crediting rating | 1.00% | 0.75% | 0.50% | 0.50% | 0.25% |
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.
Target Asset Allocation
| Min % | Max % | |
|---|---|---|
| Fixed Interest | 0 | 95 |
| Cash | 5 | 100 |
Invest today
You are one step closer to securing your future. Download the Centuria Investment Bonds 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.
