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||3.15||10.58||3.80||8.63||7.85|
|Centuria Balanced Bond Fund||2.57||6.43||5.06||7.04||6.17|
|Centuria Cash Plus Bond Fund||0.33||0.27||2.37||4.38||N/A|
|Centuria Growth Bond Fund||4.04||10.61||5.93||8.59||7.79|
* Updated 30/06/19. 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.
|Centuria Capital Guaranteed Bond Fund||1.00%||0.75%||0.50%||0.50%|
|Deferred Annuity Bond Fund||1.50%||0.70%||0.00%||0.00%|
|Centuria Funeral Benefit Bond Fund||1.90%||1.10%||1.40%||1.40%|
|Centuria Income Accumulation Bond Fund||0.25%||0.50%||0.50%||0.50%|
*Correct as at 09 May 2019