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.
to date – Net Return
|1 year to 30 June 2017 – Net Return
|Centuria Australian Shares Bond Fund||7.66%||10.78%|
|Centuria Balanced Bond Fund||7.17%||6.93%|
|Centuria Cash Plus Bond Fund||1.17%||8.31%|
|Centuria Growth Bond Fund||7.68%||7.96%|
|Centuria Implemented Portfolios Dynamic Asset Allocation Bond Fund||3.61%||4.44%|
Updated 31/03/18. 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