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||4.12||4.33||11.21||10.78||9.17|
|Centuria Balanced Bond Fund||3.07||2.42||7.50||7.21||6.75|
|Centuria Cash Plus Bond Fund||1.70||0.59||2.54||N/A||N/A|
|Centuria Growth Bond Fund||4.18||4.30||11.04||9.17||8.46|
|Centuria Implemented Portfolios Dynamic Asset Allocation Bond Fund||2.73||2.91||6.34||4.61||N/A|
* Updated 31/08/18. 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