Expand your advice toolkit - five new funds

We’ve added five new funds to the Centuria LifeGoals Investment Bond range, giving advisers more flexibility to tailor strategies for clients. The latest options include:

• Mutual Term Deposit Fund – Access returns from the 4 major banks term deposit rates.
• Dimensional World Allocation 70/30 Trust Fund – globally diversified growth fund.
• Perpetual Balanced Growth Fund – aims to provide long-term capital growth and income through investment in a diversified portfolio.
• VanEck FTSE Global Infrastructure (AUD Hedged) ETF Fund – global infrastructure exposure.
• Centuria Conservative Fund – medium risk allocation.

From term deposits to global infrastructure, these additions help meet a diverse range of risk profiles and long-term investing objectives.

Mutual Term Deposit Fund

This fund invests exclusively in term deposits from Australia’s Big 4 banks, actively managed to maintain liquidity and capital security. It targets competitive returns compared to cash alternatives and the Bloomberg¹ AusBond Bank Bill Index, with a short-term maturity profile to meet liquidity requirements.

1. Bloomberg Finance L.P. and its affiliates (collectively, ‘Bloomberg’) do not approve or endorse this material and disclaim all liability for any loss or damage of any kind arising out of the use of all or any part of this material.

Dimensional World Allocation 70/30 Trust Fund

Targets approximately 70% equities and 30% fixed interest across developed and emerging markets, including real estate and fixed income, primarily via Dimensional Group managed funds. The Trust does not aim to match a specific benchmark, though performance may be compared to a blend of market indices aligned with its strategic asset allocation.

Perpetual Balanced Growth Fund

Designed for long-term growth and income, this fund blends Australian and global shares with defensive assets. Active management and tactical asset allocation aim to enhance returns and manage risk, supported by Perpetual’s multi-asset expertise.

VanEck FTSE Global Infrastructure (AUD Hedged) ETF Fund (ASX:IFRA)

Provides exposure to listed infrastructure companies across developed markets, including utilities, transport and others (for example, pipelines). The fund seeks to track the FTSE Developed Core Infrastructure 50/50 Index, hedged into Australian dollars, offering a diversified approach to core infrastructure sectors.

Centuria Conservative Fund

The Centuria Conservative Fund is designed for investors seeking steady long-term growth through a mix of capital appreciation and income. Its strategy focuses on investing in approved unit trust schemes with exposure to a diversified portfolio of assets, combining growth opportunities such as shares and property with income securities like fixed interest and cash.