Catholic Super achieves returns greater than 10% over 48 years
Catholic Super is proud of its long-term performance which has seen the ‘Balanced’ (MySuper) option – deliver members an average investment return that has exceeded 10% per annum over 48 years since its inception in 1971.
Superannuation remains a long-term proposition and this needs to be kept in mind as members choose their investment strategies, not short-term returns. Catholic Super is a top fund in the rolling five-year period as listed in the SuperRatings survey of 50 funds investing in the Balanced option. We have also delivered top returns at lower levels of risk. On a risk/return basis, over 7 years to 30 June 2019 Catholic Super delivered the following outcomes:
- Aggressive Option ranked number 1 of 25 funds
- Moderately Aggressive Option ranked number 2 of 50 funds
- Balanced Option ranked number 7 of 50 funds
- Conservative Balanced Option ranked number 2 of 50 funds
- Conservative Option ranked number 3 of 50 funds
In addition, Roy Morgan’s latest 6-month survey that polls super members for satisfaction with their fund’s financial performance, placed Catholic Super as a top two Australian fund.
Catholic Super has long advocated for reforms and welcomes the government’s review into the retirement system, something that will only seek to bolster our members retirement incomes. As the industry responds to changes, Catholic Super will continue to build upon our high-quality services to our members, many of whom provide invaluable services across the healthcare and education sectors throughout Australia.