ABN, USI, and AFSL

Performance snapshot for the year ended 30 June 2023

Catholic Super’s Growth Plus investment option* provided a return of 13.01% for the year ended 30 June 2023.

In the 15 years to 30 June 2023, and after fees, Catholic Super’s default investment option (for members aged 50 and under)* returned an average of $675 more per year than the median super fund, and $550 more per year than the median industry super fund (for a member with a starting balance of $150,000).^⁺

_{* For the year ended 30 June 2023, the default investment option for members under age 51 was Catholic Super’s Growth Plus MySuper investment option. From age 51, those members were gradually moved to the Balanced Growth MySuper investment option. Please note that from 1 July 2023, the default investment option for all Catholic Super MySuper members became the MySuper investment option which has similar characteristics to the Balanced Growth investment option.}

_{^ Source: Chant West (chantwest.com.au) Past performance is not a reliable indicator of future performance. Net returns are compared for a member, age 35, with a balance of $150,000 and calculated based on the annualised investment return (after tax and investment fees) over the 15 years to 30 June 2023, and the latest administration fees at June 2023. The Chant West Member Outcomes Dashboard compares Equip Super with most products in the market (excluding any employer plans).}

_{+ The figures used in this comparison do not reflect the actual experience of a Catholic Super member in the default option over the past 15 years. From November 2017 to June 2023 Catholic Super offered a lifecycle MySuper product. Under this arrangement, the default option for members under age 51 was Catholic Super’s Growth Plus option. From age 51 those members were gradually moved to the Balanced Growth option. Please note that from 1 July 2023 all Catholic Super MySuper members are invested in the MySuper option.}

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