Investment Policy

The broad investment aim of the Trustee is to maximise the Fund’s long term investment returns.

Each investment option has clearly defined investment objectives and strategies. These are explained in the tables at the bottom of this page.

For full details, you may request a copy of Catholic Super’s Investment Policy Statement by calling our Helpline 1300 550 273 or writing to us.

Catholic Super employs a number of professional investment managers to manage the assets of the Fund. With the assistance of the appointed investment consultant, the Trustee monitors and reviews the performance of each investment manager on a regular basis, adding or removing managers from time to time as appropriate.

In addition, all of the Fund’s assets are held by a Custodian to ensure the security of your super.

No more than 10% of the Fund or of any investment option is expected to be invested in any one underlying asset or security.

During the financial year ended 30 June 2008, there were no individual investments, nor were there any combination of investments that the Trustee knew, or ought reasonably to have known, invested either directly or indirectly in any single enterprise or group of associated enterprises that have a total value of more than 5% of Catholic Super’s total assets.

Use of Derivatives

Derivatives are securities that derive their value from another security, eg. futures and options. The Trustee does not directly utilise derivative instruments and does not intend to do so.

External managers may utilise derivatives in managing the investments of the Fund. Catholic Super has a Derivatives Risk Statement that governs the use of derivatives. The Trustee ensures that the Derivatives Risk Statement each investment manager must provide is in line with Catholic Super’s Derivatives Risk Statement. A copy of the Statement is available upon request.

Investment Objectives & Strategies

This table explains each of our investment options, their objectives, strategies and asset allocations.