2008-2009 Performance
The tables below show Catholic Super's performance to 30 June 2009 for both our Super and Pension members.
We've also included a comparison against the industry benchmarks and Catholic Super's ranking within the industry for each option. Industry information provided by an independent third party, SuperRatings.
Super Performance as at 30 June 2009
| Option | Catholic Super |
SuperRatings Benchmark |
Catholic Super's Ranking |
| Aggressive | -12.05% |
-18.29% |
2 of 25 |
| Moderately aggressive | -10.69% |
-15.71% |
3 of 50 |
| Balanced | -9.93% |
-12.69% |
9 of 50 |
| Moderately conservative | -6.00% |
-9.26% |
7 of 25 |
| Conservative | -3.30% |
-3.57% |
50 of 105 |
| Australian shares | -12.15% |
-16.50% |
6 of 49 |
| Overseas shares | -10.03% |
-19.81% |
2 of 49 |
| Property | -12.13% |
-30.01% |
7 of 24 |
| Diversified Fixed interest | 6.16% |
4.57% |
5 of 25 |
| Cash | 4.85% |
4.10% |
6 of 50 |
Long Term Super Performance as at 30 June 2009
| Option | 3 years pa |
5 years pa |
||||
Catholic Super |
SuperRatings Benchmark |
Catholic Super's Ranking |
Catholic Super |
SuperRatings Benchmark |
Catholic Super's Ranking |
|
| Aggressive | -1.20% |
-5.37% |
1 of 25 |
5.60% |
2.81% |
1 of 23 |
| Moderately aggressive | -0.27% |
-4.03% |
4 of 48 |
5.62% |
3.35% |
4 of 45 |
| Balanced | 0.67% |
-1.89% |
4 of 50 |
6.01% |
4.24% |
2 of 49 |
| Moderately conservative | 1.66% |
-0.22% |
2 of 24 |
5.30% |
3.85% |
2 of 22 |
| Conservative | 3.53% |
1.40% |
2 of 101 |
5.67% |
4.27% |
5 of 91 |
| Australian shares | -0.05% |
-2.88% |
3 of 47 |
9.04% |
7.08% |
2 of 38 |
| Overseas shares | -4.40% |
-10.01% |
2 of 47 |
1.29% |
-3.16% |
3 of 35 |
| Property | 2.99% |
-11.19% |
7 of 24 |
6.43% |
-3.03% |
4 of 19 |
| Diversified Fixed interest | 3.57% |
4.21% |
18 of 25 |
4.26% |
4.62% |
15 of 22 |
| Cash | 5.39% |
4.77% |
13 of 47 |
5.20% |
4.74% |
7 of 44 |
Pension Performance as at 30 June 2009
| Option | Catholic Super |
SuperRatings Benchmark |
Catholic Super's Ranking |
| Aggressive | -13.79% |
-20.19% |
6 of 43 |
| Moderately aggressive | -12.16% |
-16.66% |
5 of 51 |
| Balanced | -11.38% |
-13.48% |
19 of 86 |
| Moderately conservative | -6.78% |
-8.29% |
12 of 41 |
| Conservative | -3.58% |
-3.87% |
34 of 70 |
| Australian shares | -12.58% |
-17.67% |
5 of 65 |
| Overseas shares | -13.00% |
-20.36% |
5 of 59 |
| Property | -13.38% |
-34.40% |
5 of 32 |
| Diversified Fixed interest | 7.16% |
5.21% |
9 of 32 |
| Cash | 5.57% |
4.75% |
9 of 58 |
Long Term Pension Performance as at 30 June 2009
| Option | 3 years pa |
5 years pa |
||||
Catholic Super |
SuperRatings Benchmark |
Catholic Super's Ranking |
Catholic Super |
SuperRatings Benchmark |
Catholic Super's Ranking |
|
| Aggressive | -1.66% |
-5.95% |
3 of 41 |
5.91% |
2.54% |
2 of 24 |
| Moderately aggressive | -0.53% |
-5.07% |
2 of 45 |
6.07% |
2.76% |
3 of 36 |
| Balanced | 0.49% |
-3.05% |
6 of 76 |
6.58% |
3.71% |
3 of 61 |
| Moderately conservative | 1.71% |
-1.36% |
3 of 35 |
5.89% |
3.54% |
3 of 25 |
| Conservative | 4.08% |
1.25% |
2 of 65 |
6.51% |
4.60% |
3 of 51 |
| Australian shares | -0.11% |
-3.28% |
2 of 59 |
9.44% |
7.36% |
3 of 41 |
| Overseas shares | -5.90% |
-11.12% |
3 of 52 |
0.66% |
-4.08% |
3 of 29 |
| Property | 3.17% |
-18.21% |
5 of 28 |
6.82% |
-6.62% |
4 of 19 |
| Diversified Fixed interest | 4.10% |
4.94% |
19 of 26 |
4.98% |
5.27% |
10 of 17 |
| Cash | 6.22% |
5.45% |
9 of 50 |
5.94% |
5.35% |
10 of 42 |
Industry Benchmark and Ranking Source: SuperRatings Fund Crediting Rate Survey June 2009
