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||4.81||3.34||10.56||8.89||9.27|
|Centuria Balanced Bond Fund||3.25||1.98||8.20||6.57||6.81|
|Centuria Cash Plus Bond Fund||1.40||0.34||2.58||N/A||N/A|
|Centuria Growth Bond Fund||4.70||2.90||11.10||8.23||8.44|
|Centuria Implemented Portfolios Dynamic Asset Allocation Bond Fund||1.85||1.76||5.66||3.12||N/A|
* Updated 31/07/18. 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.
|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