Performance

Performance is posted after the monthly Investment Committee meetings.

Investment Bond Performance: Unit Linked Bonds

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 Bond Fund -6.98 -6.13 -3.33 4.07 6.49
Centuria Balanced Bond Fund -2.81 -1.29 -0.01 4.40 5.34
Centuria Cash Plus Bond Fund 0.85 2.10 1.69 3.77 N/A
Centuria Growth Bond Fund -5.92 -4.23 -1.28 4.66 6.46

* Updated 31/12/18. 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 2015 2016 2017
Capital Guaranteed Bond Fund 1.00% 0.75% 0.50%
Deferred Annuity Bond Fund 1.50% 0.70% 0.00%
Funeral Benefit Bond Fund 1.90% 1.10% 1.40%
Income Accumulation Bond Fund 0.25% 0.50% 0.50%

*Correct as at 30 September 2017


Ready to invest?