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 0.97% 4.23% 6.10% 7.12% 8.45%
Centuria Balanced Fund 0.89% 3.39% 7.93% 5.64% 7.90%
Centuria High Growth Fund 0.95% 4.18% 5.84% 6.16% 9.80%
Centuria Australian Shares Fund 0.32% 3.04% 7.76% 7.28% 10.98%
Centuria Implemented Portfolios Dynamic Asset Allocation Bond -0.22% 1.95% 5.72%
Centuria Cash Plus Fund -0.01% 2.26% 12.10%

*Performance of this tax paid bond is measured as a 12 month rolling return from 31 May 2016 to 31 May 2017, after taxes and fees. 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