Performance

Performance is posted after the monthly Investment Committee meetings.

Investment Bond Performance: Unit Linked Bonds

Bond 1 month 3 months 1 year  3 years 5 years
Centuria Growth Bond Fund 1.23% 3.52% 7.47% 7.01% 7.86%
Centuria Balanced Fund 1.40% 2.48% 8.48% 5.63% 7.26%
Centuria High Growth Fund 1.78% 3.39% 7.97% 6.06% 8.90%
Centuria Australian Shares Fund 1.51% 3.02% 10.87% 7.49% 9.70%
Centuria Implemented Portfolios Dynamic Asset Allocation Bond 0.90% 3.73%  7.17%
Centuria Cash Plus Fund 0.53% 2.96%  9.78%

*Correct to 30 April 2017 Performance 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. 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 2008 2009 2010 2011 2012 2013 2014 2015
Capital Guaranteed Bond 2.70% 2.80% 2.85% 3.10% 2.00% 2.20% 2.00% 1.00%
Deferred Annuity Bond 4.75% 3.40% 2.10% 2.85% 2.45% 1.10% 2.40% 1.50%
Funeral Benefit Bond 5.10% 3.25% 3.90% 5.10% 2.30% 6.00% 2.50% 1.90%
Income Accumulation Bond 1.22% 0.36% 2.00% 2.10% 2.17% 1.10% 1.00% 0.25%

*Correct as at 31 July 2016