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||0.91||4.48||9.16||10.12||8.41|
|Centuria Balanced Bond Fund||1.57||3.47||6.64||7.10||6.36|
|Centuria Cash Plus Bond Fund||1.24||2.64||2.48||3.82||N/A|
|Centuria Growth Bond Fund||1.80||5.84||9.72||9.02||8.04|
|Centuria Implemented Portfolios Dynamic Asset Allocation Bond Fund||2.73||2.91||6.34||4.61||N/A|
* Updated 31/09/18. 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.
|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