Interim 2010/2011 Returns

Provided by Garrie Lette, Chief Investment Office, Catholic Super

In the table below, we show interim investment returns for Catholic Super’s various superannuation and pension investment options for the 2010/11 financial year. Please note that these results are subject to final valuations and reconciliations and so should be seen as indicative only. The returns are after any applicable deduction of fees and investment tax.

Option	2010/2011 Indicative Return
Managed Choice Options	Super	Pension
Aggressive	12.2%	13.3%
Moderately Aggressive	11.2%	12.4%
Balanced	11.2%	12.4%
Moderately Conservative	8.7%	9.7%
Conservative	7.3%	8.1%
Build Your Own Options	Super	Pension
Australian Shares	16.5%	17.6%
Overseas Shares	6.9%	8.2%
Property	12.4%	12.3%
Diversified Fixed Interest	6.4%	7.5%
Cash	4.7%	5.5%

Through the year, investment markets faced worries associated with the sovereign debt position in Europe, the strength of US and developed world economic growth, a series of natural disasters and inflation in certain developing countries. Despite these worries, markets generally posted favourable returns and this was reflected in the results recorded on Catholic Super’s various options. The strong returns are very pleasing and represent a second year of recovery following the global financial crisis of 2007-2009. The strength of the Australian dollar held back the return on international equities.

More detailed commentary will be provided once final numbers are to hand.

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