You are now leaving Centuria Australia
and entering Centuria New Zealand.
The performance figures below represent net returns after fees and taxes.
| Net performance* (%) | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr |
|---|---|---|---|---|---|
| Centuria Australian Shares Fund | 4.02% | 11.59% | 23.21% | 7.53% | 7.18% |
| Centuria Balanced Fund | 4.10% | 9.27% | 13.73% | 4.76% | 5.61% |
| Centuria Growth Fund | 3.71% | 10.63% | 16.13% | 4.64% | 5.93% |
* Updated 14/10/2021. 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.
Annual Declared Bonuses# are calculated on an ‘after fees and tax’ basis.
| Bond FUND | 2016 | 2017 | 2018 | 2019 | 2020 |
|---|---|---|---|---|---|
| Centuria Capital Guaranteed Fund | 0.75% | 0.50% | 0.50% | 0.25% | 0.00% |
| Deferred Annuity Bond Fund | 0.70% | 0.00% | 0.00% | 0.65% | 0.00% |
| Centuria Funeral Benefit Bond Fund | 1.10% | 1.40% | 1.40% | 0.25% | 0.00% |
| Centuria Income Accumulation Bond Fund | 0.50% | 0.50% | 0.50% | 0.25% | 0.00% |
#Correct as at 30 September 2020
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You can apply online for a simple and easy application process, or contact us for any investment, product or administrative enquiries.
You are now leaving Centuria Australia
and entering Centuria New Zealand.