Centuria Implemented Portfolios
The Fund seeks to produce income along with an exposure to property and shares which are intended to provide additional income and medium term capital appreciation.
At the heart of the Implemented Portfolios investment philosophy is the conviction that being active with the asset allocation in a fund is far more important than active in security selection or stock picking. In its experience the allocation to the major asset classes is the main driver of portfolio returns.
The Asset Allocation & Investment Committee members are a team of experienced and highly credentialed senior industry experts including Jon Reilly, Tim Farrelly, Jonathan Pain and Paul Dortkamp.
The Centuria Implemented Portfolios DAA Fund can invest in the following assets:
Asset allocation allowable range Cash: 3-100% Income Securities: 0-97% High Yield Income Securities: 0-60% Listed Property: 0-60% Australian Equities: 0-60% International Equities: 0-60%