Performance

Performance is posted after the monthly Investment Committee meetings.

Investment Bond Performance: Unit Linked Bonds

Bond Current year to date 1 year to 30 June 2017 
% % p.a.
Centuria Growth Bond Fund 6.09% 7.86%
Centuria Balanced Fund 5.86% 6.93%
Centuria High Growth Fund 7.23% 7.05%
Centuria Australian Shares Fund 5.75% 10.78%
Centuria Implemented Portfolios Dynamic Asset Allocation Bond 4.22% 4.44%
Centuria Cash Plus Fund 2.16% 8.31%

Updated 31/10/17. For periods less than 1 year the return is expressed as a percentage for that corresponding period. Past performance is not a reliable indicator of future performance.

 

Investment Bond Performance: Bonus Credited Bonds

Annual Declared Bonuses* are calculated on an ‘after fees and tax’ basis.

Bond 2015 2016 2017
Capital Guaranteed Bond 1.00% 0.75% 0.50%
Deferred Annuity Bond 1.50% 0.70% 0.00%
Funeral Benefit Bond 1.90% 1.10% 1.40%
Income Accumulation Bond 0.25% 0.50% 0.50%

*Correct as at 30 September 2017