Investment performance
Investment returns and unit prices
Below are the latest cumulative returns in each of Catholic Super’s investment options for both super and pension accounts:
- The current financial year to date
- The last 12 months to date
- The last 3 and 5 years to date and
- The latest unit price
To see a graph of each option’s unit price performance, follow the link in the small icon to the right of each account type.
The returns are updated monthly, and unit prices weekly.
The below returns are as at and unit prices effective from .
| Option | Account | Financial Year to date (4 Dec 2007) |
1 year |
3 years (per annum) |
5 years (per annum) |
Unit prices (4 Dec 2007) |
|
| Aggressive | Super |  |
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| Pension | |
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| Moderately aggressive | Super | |
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| Pension | |
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| Balanced | Super | |
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| Pension | |
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| Moderately conservative | Super | |
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| Pension | |
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| Conservative | Super | |
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| Pension | |
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| Australian shares | Super | |
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| Pension | |
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| Overseas shares | Super | |
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| Pension | |
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| Property | Super | |
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| Pension | |
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| Diversified Fixed Interest | Super | |
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| Pension | |
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| Cash | Super | |
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| Pension | |
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| Current Annualised Cash Return as of 31/08/2010 | ||
| Super | 4.49% | |
| Pension | 5.31% | |
This figure is an estimate of the annualised return you would receive over the next week on amounts invested in Catholic Super’s Cash option. Please note that market interest rates change daily resulting in generally quite modest changes to our Cash option. These figures will be updated on the website monthly.
Read more on our investment options
Read our latest investment report
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