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 mth6 mth1 yr3 yr5 yr
Centuria Australian Shares Bond Fund0.340.6611.326.717.29
Centuria Balanced Bond Fund0.081.618.156.185.95
Centuria Cash Plus Bond Fund0.180.220.492.64N/A
Centuria Growth Bond Fund-0.472.2813.138.407.40

* Updated 31/12/19. 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 Fund20152016201720182019
Centuria Capital Guaranteed Bond Fund1.00%0.75%0.50%0.50%0.25%
Deferred Annuity Bond Fund1.50%0.70%0.00%0.00%0.65%
Centuria Funeral Benefit Bond Fund1.90%1.10%1.40%1.40%0.25%
Centuria Income Accumulation Bond Fund0.25%0.50%0.50%0.50%0.25%

#Correct as at 30 September 2019


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