Investment update

Investment update

The global economy is starting to recover from the COVID-19 recession, and we’re seeing the results in both investment returns and super balances.

Our Aggressive option, which is the default for members aged under 51, delivered quarterly returns of 3.6% to the end of March. That places the one year returns at 21.9%. Which is a remarkable turn-around from where we were this time last year.

It means a super balance of $100,000 would have seen over $20,000 in investment returns over the previous 12 months.*

12 month return example 
$100,000 in our default Aggressive option 

12 month return

Strong returns help boost your super, and the previous 12 months have seen most of our investment options deliver competitive results. But the real standout has been our Australian Shares options, which has returned 42% for the year. That’s a phenomenal result.
 

Catholic Super investment returns to March 31 2021
 

 

Quarterly result

Rolling 1 year result


Aggressive default
 

3.61%

21.89%


Balanced default
 

3.11%

17.95%


Australian Shares
 

5.27%

42.23%

View full quarterly investment result numbers

Download the investment report

COVID-19 recovery and investment markets   

We’re not out of the woods when it comes to COVID-19. International travel is still largely suspended, retail is sluggish, and the lack of overseas students is playing havoc with sections of the economy, but the recovery is gaining momentum, and doing so faster than most economists expected.

This comes down to a couple of key factors:

  1. The roll out of the COVID-19 vaccine
  2. Ongoing international government stimulus

These measures have helped revive business and seen growth projections upgraded. In other words, there’s a light at the end of the tunnel, and optimism is returning to markets.

Looking forward

Tech stock had a bumper year in 2020. With people confined to their homes and unable to travel, services such as Netflix and Amazon soared. So did many things associated with home entertainment, home décor, and the reduced mobility associated with a global pandemic.

As the world awakes from its collective 12-month slumber it’s unlikely we’ll see those growth levels maintained in the tech sector. That being said, we expect the economic outlook to continue improving, with strong corporate earnings helping to drive shares upwards.

So that’s the good news. But as always, there are opportunities and challenges on the horizon.

Our relationship with China will continue to have significant implications on the size and scope of any recovery and future growth. Meanwhile, there’s a host of economic issues to contend with, including inflation, interest rates, the housing market and how to balance these competing demands in a recovering market. 

Still, it’s hard to argue with 21% investment returns. And while there’s still a long road to recovery, we’re in a remarkably good place compared to this time last year. 

Review your investment returns

See the latest numbers, and how your super is tracking. 

*less fees and charges

Authorised by Togethr Trustees Pty Ltd (ABN 64 006 964 049; AFSL 246383) ('Trustee') the trustee of the Equipsuper Superannuation Fund (ABN 33 813 823 017). Catholic Super is a division of the Equipsuper Superannuation Fund (ABN 33 813 823 017). Financial advice services may be provided to members by the trustee's related entity. 

Togethr Financial Planning Pty Ltd (ABN 84 124 491 078; AFSL 455010). The information contained herein is general information only. It has been prepared without taking into account your personal investment objectives, financial situation, or needs. It is not intended to be, and should not be, construed in any way as investment, legal or financial advice. Please consider your personal position, objectives, and requirements before taking any action. Past performance is not a reliable indicator of future performance.

© 2020 Togethr Trustees Pty Ltd. For further information please our contact our Service Centre on 1300 655 002 or visit our website: csf.com.au.