Centuria Implmntd Ptf Dyn Ast Allocation Dvrs - Managed Fund

The objective of the Centuria Implmntd Ptf Dyn Ast Allocation Dvrs managed fund is The Centuria IPDAA Fund is designed for investors seeking a tax effective investment over the medium to long-term term. It is intended for individuals who want the simplicity of their investment, tax planning and estate planning needs covered in one tax effective investment.

The strategy of the Centuria Implmntd Ptf Dyn Ast Allocation Dvrs managed fund is Investment returns come from both fundamental elements and also sentiment, however over longer time periods it is fundamentals that are much more influential. When Implemented Portfolios forecast investment returns, they are looking forward 10 years, and they accept that in shorter time frames their views can diverge from consensus. The primary asset type used by Implemented Portfolios is Exchange Traded Funds - or ETFs.

The APIR code of the Centuria Implmntd Ptf Dyn Ast Allocation Dvrs managed fund is OVS0015AU.

Centuria Implmntd Ptf Dyn Ast Allocation Dvrs’s total return last month was -0.63%. This was made up of a growth return of 1.37% and an income return of -2%. These returns were calculated as at 31 Oct 2021.

Centuria Implmntd Ptf Dyn Ast Allocation Dvrs’s total return for the last three months was 0.32%. This was made up of a growth return of 3.82% and an income return of -3.5%%. These returns were calculated as at 31 Oct 2021.

Centuria Implmntd Ptf Dyn Ast Allocation Dvrs’s one-year total return is 11.72%. This was made up of a growth return of 7.45% and an income return of 4.27%. These returns were calculated as at 31 Oct 2021.

Centuria Implmntd Ptf Dyn Ast Allocation Dvrs’s one-year total return is 5.66%. This was made up of a growth return of 6.77% and an income return of -1.11%. These returns were calculated as at 31 Oct 2021.

The asset allocation of the Centuria Implmntd Ptf Dyn Ast Allocation Dvrs managed fund is :

The Responsible Entity for the Centuria Implmntd Ptf Dyn Ast Allocation Dvrs managed fund is Centuria Life Limited.

The Centuria Implmntd Ptf Dyn Ast Allocation Dvrs managed fund belongs to the Multisector Flexible sector/asset class.

As at 29 Nov 2023, the size of the Centuria Implmntd Ptf Dyn Ast Allocation Dvrs managed fund was $9.94 million.

The Centuria Implmntd Ptf Dyn Ast Allocation Dvrs managed fund has an inception date of 17 Apr 2015.

The current entry price of the Centuria Implmntd Ptf Dyn Ast Allocation Dvrs managed fund is $1.4478 per unit and the current exit price is $1.445 per unit (as at 10 Sep 2025).

The current exit price of the Centuria Implmntd Ptf Dyn Ast Allocation Dvrs managed fund is $1.445 per unit and the current entry price is $1.4478 per unit (as at 10 Sep 2025).

The minimum initial investment amount for the Centuria Implmntd Ptf Dyn Ast Allocation Dvrs managed fund is $25,000. Minimum additional investment is $5000.