Investment performance

Investment returns and unit prices

Below are the latest investment returns and unit prices for each of Catholic Super’s investment options for both super and pension accounts:

  • The investment returns are updated monthly. They are reported for selected periods nominated at the top of the table. Returns for period longer than one year are annualised. The latest investment returns are as at
  • Unit prices are updated weekly. The unit prices shown below are effective from
  • To see a graph of each option’s unit price performance, follow the link in the small icon to the right of each account type.
      As at (4 Dec 2007)    
Option Account   Fin. Year to date 1 year
5 years
(per annum)
10 years
(per annum)
  Unit prices
(4 Dec 2007)
Aggressive Super Performance graph            
Pension Performance graph            
Moderately aggressive Super Performance graph            
Pension Performance graph            
Balanced Super Performance graph            
Pension Performance graph            
Conservative balanced^ Super Performance graph            
Pension Performance graph            
Moderately conservative Super Performance graph            
Pension Performance graph            
Conservative Super Performance graph            
Pension Performance graph            
RetirePlus^ Super Performance graph            
Pension Performance graph            
 
Australian shares Super Performance graph            
Pension Performance graph            
Overseas shares Super Performance graph            
Pension Performance graph            
Property Super Performance graph            
Pension Performance graph            
Diversified Fixed Interest Super Performance graph            
Pension Performance graph            
FlexiTerm deposit# Super Performance graph            
Pension Performance graph            
Cash Super Performance graph            
Pension Performance graph            

^Conservative Balanced and RetirePlus options are new and commenced on 22 June 2012.

#FlexiTerm deposit commenced on 23 October 2012.


Current Estimated Annualised Cash Return as of 14/06/2014
Super 2.5%
Pension 2.9%

 

Current Estimated Annualised FlexiTerm Deposit Return as of 01/09/2014*
Super 3.32%
Pension 3.32%

* FlexiTerm Deposit Option returns are before tax and fees

This figure is an estimate of the annualised return you would receive over the next week on amounts invested in Catholic Super’s Cash option. Please note that market interest rates change daily resulting in generally quite modest changes to our Cash option. These figures will be updated on the website monthly.


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