Performance

Performance is posted after the monthly Investment and Lending Committee meetings.

Investment Bond Performance: Unit Linked Bonds

Bond Net Performance*
1 month 3 months 6 months 1 year  2  years 3 years 5 years
Centuria Growth Bond Fund 0.28% 0.20% -1.68% 5.84% 3.86% 6.04% 7.39%
Centuria Balanced Fund 0.01% 1.19% 1.01% 6.84% 3.52% 4.78% 7.17%
Centuria High Growth Fund 0.19% -0.61% -1.54% 4.32% 2.42% 4.81% 8.75%
Centuria Australian Shares Fund 0.30% -0.03% -0.84% 10.68% 5.13% 6.87% 9.60%
Centuria Implemented Portfolios Dynamic Asset Allocation Bond 1.57% 2.79% 2.15%                7.99%
Centuria Cash Plus Fund 1.28% 1.83% 3.13%                6.21%

*Correct to 28 February 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 Annual Declared Bonus Rate*
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