INVESTING

Centuria growth bond

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This week Money asks Centuria where to invest and their pick is the Centuria growth bond.

Investment Objective

To provide investors with long-term (7-10 years) tax-paid capital growth and competitive returns, while controlling short-term variability of capital.

Centuria grwoth bond

Investment Strategy

The Centuria Growth Bond invests in a diversified portfolio of assets with the majority of assets in growth assets such as Australian and International shares and property. Exposure to property may include both direct real property investments and investments in listed and unlisted property securities. The Bond will also invest in some income producing assets such as fixed interest and cash.

This investment strategy typically aims to hold 70% growth assets and 30% defensive assets.

Fund Size

$60.81 million

Performance

The performance of your bond is measured after taxes and fees within this tax paid bond. For periods of 1 year or longer, the movement is expressed as an annual rate of return. The performance figures below are as at 31 May 2015.

Centuria growth bonds

Centuria table

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