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 4.12 4.33 11.21 10.78 9.17
Centuria Balanced Bond Fund 3.07 2.42 7.50 7.21 6.75
Centuria Cash Plus Bond Fund 1.70 0.59 2.54 N/A N/A
Centuria Growth Bond Fund 4.18 4.30 11.04 9.17 8.46
Centuria Implemented Portfolios Dynamic Asset Allocation Bond Fund 2.73 2.91 6.34 4.61 N/A

* Updated 31/08/18. 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


Ready to invest?