Investment returns and unit prices
Below are the latest investment returns and unit prices for each of Catholic Super’s investment options for both super and pension accounts:
- The investment returns are updated monthly. They are reported for selected periods nominated at the top of the table. Returns for period longer than one year are annualised. The latest investment returns are as at
- Unit prices are updated weekly. The unit prices shown below are effective from
- 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.
**TTR (Transition to Retirement, also known as Pre-Retirement Pension) represent member accounts that were moved from Pension back to taxable TTR accounts as at 1 July 2017 due to changes in government regulation. For historical performance numbers of TTR prior to 1 July 2017 please refer to the Pension numbers.
^Conservative Balanced and RetirePlus options commenced on 22 June 2012.
^^RetireStable commenced on 1 April 2015.
#FlexiTerm deposit commenced on 23 October 2012. From 1st March 2016, Catholic Super no longer accepts contributions or switches into the FlexiTerm Deposit investment option.
*This figure is an estimate of the annualised investment return you would receive over the next week on amounts invested in the Cash Option. Please note that market interest rates change daily resulting in generally quite modest changes to our Cash Option.
**FlexiTerm Deposit Option estimated annualised return is before tax and fees.