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Investment performance

Investment returns and unit prices

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

  • The current financial year to date
  • The last 12 months to date
  • The last 3 and 5 years to date and
  • The latest unit price

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.

The returns are updated monthly, and unit prices weekly.
The below returns are as at and unit prices effective from  .

Option Account   Financial Year to date
(4 Dec 2007)
1 year
3 years
(per annum)
5 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          
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. Note that its financial year to-date performance as shown above only started from 1 November 2012.


Current Estimated Annualised Cash Return
as of 09/04/2013
  Super 3.2%
  Pension 3.7%

 

Current Estimated Annualised FlexiTerm Deposit Return as of 09/04/2013*
  Super 4.29%
  Pension 4.29%

* 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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