Investment performance
See how our various investment options have performed over the long and short term
Investment option performance
This table shows the investment returns for each of Catholic Super’s investment options, for both super and pension accounts.
These returns are updated monthly and include selected timeframes nominated at the top of the table. Returns for periods longer than one year are annualised.
Are you thinking about switching your investments?
There are a few things you should consider.
Learn more| Investment option | Financial year to Date | 1 year | 5 years | 10 years |
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** 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.
1 Balanced Plus and RetirePlus commenced on 22 June 2012.
2 PositiveIMPACT commenced on 1 November 2017.
3 RetireStable commenced on 1 April 2015.
4 FlexiTerm Deposit commenced on 23 October 2012 and closed to new investments as of 1 March 2016.
Investment managers and holdings
Investment managers
We use a range of leading investment managers.
These may change over time with regular reviews and monitoring. This table lists our investment managers grouped by the asset class they manage.
Holdings
We have investments in a number of asset classes, and list the top 100 holdings the Fund holds in Australian and Overseas Shares, and the top 20 holdings the Fund holds in Infrastructure and Unlisted Property.
The list will be updated using portfolio data supplied by Catholic Super’s Investment Managers.