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||7.08||6.90||7.13||8.76||7.58|
|Centuria Balanced Bond Fund||3.60||4.02||5.64||7.07||5.93|
|Centuria Cash Plus Bond Fund||0.36||0.75||2.79||4.81||N/A|
|Centuria Growth Bond Fund||5.82||6.37||7.55||8.07||7.55|
* Updated 30/04/19. 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