Key information
Invests in companies, usually listed or expected to list on the Australian Stock Exchange (ASX). May hold small allocations to global companies from time to time.
Who this option is designed for
This option is designed for members who are prepared to accept an aggressive asset allocation which has the potential to provide higher returns, but also increases the risk of a negative return.
Investment objective
Outperform the S&P/ASX 300 Accumulation Index over rolling 5-year periods, adjusted for any applicable tax.
Minimum investment timeframe
The minimum suggested timeframe to invest is 5 years.
Standard risk measure
The risk level of this option is very high, with a likelihood of negative returns occurring 6 years in a 20-year period.
Benchmark asset allocation
| Asset Class | Permitted Range | Benchmark Allocation |
|---|---|---|
| Australian shares | 85-100% | 100 % |
| Cash | 0-15% | 0 % |
Our investment approach
Our aim is to grow our members’ wealth over time so they’re better equipped for financial freedom throughout retirement.
We take an active approach to managing investments, which means we make proactive investment choices based on market conditions.
Our investment approach
Our aim is to grow our members’ wealth over time so they’re better equipped for financial freedom throughout retirement.
We take an active approach to managing investments, which means we make proactive investment choices based on market conditions.
Your questions answered
If you’ve got any questions about your Catholic Super investment options and how we manage your money, our team is ready to help.
