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 Fund7.21-0.284.208.707.16
Centuria Balanced Bond Fund3.760.854.357.115.83
Centuria Cash Plus Bond Fund-0.060.793.454.17N/A
Centuria Growth Bond Fund6.310.015.868.087.23

* Updated 31/03/19. 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 Fund201520162017
Capital Guaranteed Bond Fund1.00%0.75%0.50%
Deferred Annuity Bond Fund1.50%0.70%0.00%
Funeral Benefit Bond Fund1.90%1.10%1.40%
Income Accumulation Bond Fund0.25%0.50%0.50%

*Correct as at 30 September 2017


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