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 | 4.45% | 6.20% | 19.90% | 5.74% | 7.13% |
| Centuria Balanced Fund | 4.08% | 3.91% | 9.75% | 3.62% | 5.15% |
| Centuria Growth Fund | 5.47% | 4.52% | 13.28% | 3.87% | 5.58% |
* Updated 31/05/2021. 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.