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||-4.20||-2.11||0.36||5.64||5.44|
|Centuria Balanced Bond Fund||-1.55||-0.30||4.26||6.00||5.00|
|Centuria Cash Plus Bond Fund||0.18||0.34||0.80||2.34||N/A|
|Centuria Growth Bond Fund||-2.46||-0.09||6.57||8.24||6.47|
* Updated 29/02/20. 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