Investment performance
See how our various investment options have performed over the long and short term.
Important notice
From 1 June 2022, the following changes to investment options apply:
- the Property, Balanced Plus and FlexiTerm Deposit options are closed and will no longer accept applications, contributions, switches or transfers in
- the RetirePlus and RetireStable options will only be available to Pension members
- the RetirePlus and RetireStable options will not be available to accumulation and pre-retirement members
A new PDS will be issued 1 July 2022 to remove and clarify the availability of options (as applicable).
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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MLMM_performance_data_April_2022.csv (2.44 KB)** 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.
Top holdings
We have investments in a number of asset classes; the list outlines the top 100 holdings the Fund holds in Australian and Overseas Shares, and the top 20 holdings in Infrastructure and Unlisted Property.
Download our top holdingsPortfolio Holdings Disclosure
Here you can find information about our total holdings, which we update semi-annually on 31 March and 30 September.
We list the Fund holdings by Investment Option. Select the product you are invested in and you can view the underlying assets and the value of each asset as a proportion of the total Option.