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            
RetireStable* Super              
Pension              
 
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 commenced on 22 June 2012.

#FlexiTerm deposit commenced on 23 October 2012. As of 1st March 2016, Catholic Super will no longer accept contributions or switches into the FlexiTerm Deposit investment option.
*RetireStable is new and commenced on 1 April 2015.

Current Estimated Annualised Cash Return as of 15/01/2016*
Super 2.2%
Pension 2.6%
Current Estimated Annualised FlexiTerm Deposit Return as of 15/01/2016**
Super 2.71%
Pension 2.71%

*This figure is an estimate of the annualised investment return you would receive over the next week on amounts invested in the Cash Option. Please note that market interest rates change daily resulting in generally quite modest changes to our Cash Option.
**FlexiTerm Deposit Option estimated annualised return is before tax and fees.


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