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||0.33||3.48||3.20||5.50||7.58|
|Centuria Balanced Bond Fund||1.53||4.14||5.03||6.27||6.24|
|Centuria Cash Plus Bond Fund||0.04||0.37||1.16||3.25||N/A|
|Centuria Growth Bond Fund||2.77||6.92||6.94||7.57||8.06|
* Updated 30/09/19. 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%||0.25%|
|Deferred Annuity Bond Fund||1.50%||0.70%||0.00%||0.00%||0.65%|
|Centuria Funeral Benefit Bond Fund||1.90%||1.10%||1.40%||1.40%||0.25%|
|Centuria Income Accumulation Bond Fund||0.25%||0.50%||0.50%||0.50%||0.25%|
#Correct as at 30 September 2019