Invests primarily in Australian and overseas shares, while providing some exposure to property, infrastructure and alternative assets. These are mostly growth investments, with small allocations to defensive assets such as fixed interest and cash providing some diversification.
This option is designed for members who are prepared to accept an aggressive asset allocation which has the potential to provide higher returns, but also increases the risk of a negative return.
The minimum suggested timeframe to invest is 10 years.
The risk level of this option is high, with a likelihood of negative returns occurring 4.4 years in a 20-year period.
| Asset Class | Permitted Range | Benchmark Allocation |
|---|---|---|
| Australian shares | 20-55% | 33 % |
| Overseas shares | 25-60% | 38 % |
| Property | 0-15% | 5 % |
| Infrastructure | 0-20% | 6 % |
| Alternatives | 0-20% | 5 % |
| Alternative fixed interest | 0-15% | 6 % |
| Traditional fixed interest | 0-15% | 4 % |
| Cash | 0-15% | 3 % |
Our aim is to grow our members’ wealth over time so they’re better equipped for financial freedom throughout retirement.
We take an active approach to managing investments, which means we make proactive investment choices based on market conditions.
Our aim is to grow our members’ wealth over time so they’re better equipped for financial freedom throughout retirement.
We take an active approach to managing investments, which means we make proactive investment choices based on market conditions.
If you’ve got any questions about your Catholic Super investment options and how we manage your money, our team is ready to help.
