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.

Bond Current year to date – Net Return (%) 1 year to 30 June 2017 – Net Return (% p.a.)
Centuria Australian Shares Bond Fund 9.70%  10.78%
Centuria Balanced Bond Fund 7.88% 6.93%
Centuria Cash Plus Bond Fund 1.87% 8.31%
Centuria Growth Bond Fund 9.84% 7.96%
Centuria Implemented Portfolios Dynamic Asset Allocation Bond Fund 5.26% 4.44%

Updated 31/05/18. 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.

Bond 2015 2016 2017
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


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