©Centuria Capital Limited. ABN 79 087 649 054

Administration enquiries: 1800 182 257 or lifegoals@centuriainvestor.com.au

Investment and product enquiries: 1300 50 50 50 or enquiries@centuria.com.au

Investment options

Fund choice

Centuria LifeGoals offers a broad investment menu covering a range of asset classes.

Our range of high quality active investment managers and low-cost specialised index investments have all been carefully selected to offer a high level of expertise in their fields. They offer different investment styles to satisfy a wide variety of investor goals, enabling you to tailor your portfolio to match your specific risk and return requirements.

These investment options are unit-linked, and the unit price will vary as the market value of the underlying investments changes. The value of these investments reflects the change in the unit price. Fact sheets outlining each portfolio’s performance are available on the website.

Cash & fixed interest funds

Investment OptionAPIR CodeFact SheetMin. InvestmentTotal Net Management Fee (p.a.)
Pendal Enhanced Cash FundAPIR Code: OVS0017AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 0.68%
Vanguard Australian Fixed Interest Index FundAPIR Code: OVS9898AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 0.77%
BetaShares Australian Investment Grade Corporate Bond ETFAPIR Code: OVS6296AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 0.75%

Diversified balanced funds

Investment OptionAPIR CodeFact SheetMin. InvestmentTotal Net Management Fee (p.a.)
Vanguard Diversified Balanced Index FundAPIR Code: OVS4859AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 0.80%
Russell Investments Balanced FundAPIR Code: OVS9487AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 1.22%
MLC Wholesale Horizon 4 Balanced PortfolioAPIR Code: OVS1025AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 1.28%

Diversified growth funds

Investment OptionAPIR CodeFact SheetMin. InvestmentTotal Net Management Fee (p.a.)
Vanguard Diversified Growth Index FundAPIR Code: OVS2052AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 0.80%
Russell Investments Growth FundAPIR Code: OVS2349AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 1.27%
MLC Wholesale Horizon 5 Growth PortfolioAPIR Code: OVS6529AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 1.31%
Schroder Real Return CPI + 5% FundAPIR Code: OVS0157AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 1.02%

Australian share funds

Investment OptionAPIR CodeFact SheetMin. InvestmentTotal Net Management Fee (p.a.)
Vanguard Australian Shares Index FundAPIR Code: OVS7047AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 0.73%
AB Managed Volatility Equities FundAPIR Code: OVS3629AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 0.99%
Bennelong Concentrated Australian Equities FundAPIR Code: OVS7561AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 1.23%
Firetrail Australian High Conviction FundAPIR Code: OVS5658AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 1.27%
BetaShares Geared Australian Equity ETF (hedge fund)APIR Code: OVS9527AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 1.16%
Fidelity Future Leaders FundAPIR Code: OVS5444AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 1.44%

International share funds

Investment OptionAPIR CodeFact SheetMin. InvestmentTotal Net Management Fee (p.a.)
Vanguard International Shares Index FundAPIR Code: OVS9675AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 0.73%
Antipodes Global Fund – LongAPIR Code: OVS8802AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 1.44%
T. Rowe Price Global Equity FundAPIR Code: OVS3393AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 1.43%
Magellan Global FundAPIR Code: OVS5674AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 1.55%

Other

Investment OptionAPIR CodeFact SheetMin. InvestmentTotal Net Management Fee (p.a.)
Vanguard Australian Property Securities Index FundAPIR Code: OVS5104AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 0.76%
Magellan Infrastructure FundAPIR Code: OVS0673AUFact Sheet: Min. Investment: $500Management Fee (p.a.): 1.34%

Invest today

You are one step closer to securing your future. Download the Centuria LifeGoals 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.