Investment update

women laughing

It’s been a difficult 18 months for many people, but we have good news to share. 

Our investment options ended the financial year on a high note. 

Our default Growth Plus* MySuper option returned 5.64% for the previous quarter (to June 30). That takes the one year return to 19.90%. 

Older members in our default Balanced Growth** MySuper option are looking at an annual return of 16.81% 

But the standout performer has been our Australian Shares option, which returned north of 27% for the previous 12 months (to 30 June 2021).  

That equals investment returns of approximately $27,000 on a super balance of $100,000.# 

Download the Catholic Super Investment Report

A closer look at quarterly returns 

18 months of global pandemic has showcased our two-tier economy. While the retail, education and tourism sectors have struggled, other parts of the economy have boomed.  

Overall, markets have proven remarkably resilient since the initial drop in 2020. 

Which is why the Australian share market is up 25% over the previous 12 months, and the technology focused NASDAQ is up 44%. 

Those numbers are helping drive the surging superannuation returns. Looking back at the previous quarter we can see some stellar results.
 

Investment returns to 30 June 2021 

Option  

Quarterly returns  

Annual returns 20/21 

Growth Plus (formerly Aggressive) 

5.64%

19.90% 

Balanced Growth (formerly Balanced) 

5.03% 

16.81% 

Australian Shares  

6.54% 

27.12% 

 

Looking forward 

As vaccinations rates ramp up around the world, many of us are looking forward to a new post-COVID normal. 

But we’re not there yet, and in the meantime, we’re still seeing stimulus packages being used to boost the economy.

This is contributing to investment returns, and the associated super returns. But this can’t be sustained forever, and the next six months will be crucial. 

Still, it’s nice to end the financial year on a good news story, and these super returns mean a better retirement for our members.  

For a closer look at investment markets and where things are heading, click the link below to download the full investment report. 

Download the investment report

See how your super has performed over the past year

*Formerly Aggressive 

**Formerly Balanced 

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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.