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 mth6 mth1 yr3 yr5 yr
Centuria Australian Shares Bond Fund-4.55%-8.56%-5.19%2.98%4.60%
Centuria Balanced Bond Fund-5.78%-7.24%-3.40%2.77%3.73%
Centuria Cash Plus Bond Fund-0.02%0.16%0.42%1.45%N/A
Centuria Growth Bond Fund-10.28%-12.49%-6.42%2.96%4.12%

* Updated 05-31-20. 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.

Bond Fund20152016201720182019
Centuria Capital Guaranteed Bond Fund1.00%0.75%0.50%0.50%0.25%
Deferred Annuity Bond Fund1.50%0.70%0.00%0.00%0.65%
Centuria Funeral Benefit Bond Fund1.90%1.10%1.40%1.40%0.25%
Centuria Income Accumulation Bond Fund0.25%0.50%0.50%0.50%0.25%

#Correct as at 30 September 2019


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