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 mth 6 mth 1 yr 3 yr 5 yr
Centuria Australian Shares Bond Fund 4.81 3.34 10.56 8.89 9.27
Centuria Balanced Bond Fund 3.25 1.98 8.20 6.57 6.81
Centuria Cash Plus Bond Fund 1.40 0.34 2.58 N/A N/A
Centuria Growth Bond Fund 4.70 2.90 11.10 8.23 8.44
Centuria Implemented Portfolios Dynamic Asset Allocation Bond Fund 1.85 1.76 5.66 3.12 N/A

* Updated 31/07/18. 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 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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