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.
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As at
| Investment option | Financial year to Date | 1 year | 5 years | 10 years |
|---|
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MLMM_performance_data_June_2022__.csv (2.47 KB)1 Property commenced in May 2003. Property closed to any investments on 1 June 2022. Property was formally closed on 6 June 2022.
2 Balanced Plus commenced on 22 June 2012. Balanced Plus was closed to any investments on 1 June 2022. Balanced Plus was formally closed on 6 June 2022.
3 RetirePlus commenced on 22 June 2012. RetirePlus closed to any new accumulation and pre-retirement investments on 1 June 2022. RetirePlus formally closed to accumulation and pre-retirement members on 6 June 2022.
4 FlexiTerm Deposit commenced on 23 October 2012. FlexiTerm Deposit formally closed on 6 June 2022.
5 RetireStable commenced on 1 April 2015. RetireStable closed to any new accumulation and pre-retirement investments on 1 June 2022. RetireStable formally closed to accumulation and pre-retirement members on 6 June 2022.
6 PositiveIMPACT commenced on 1 November 2017.
*Due to closure of the following investment options, Performance for Property (Super and Pension), Balanced Plus (Super and Pension), FlexiTerm Deposit (Super and Pension), RetireStable (Super), RetirePlus (Super) is calculated to 6 June 2022.
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 Disclosures
Information about our total holdings, which we update semi-annually on 31 March and 30 September.
View Portfolio Holdings Disclosures