Invests in interest bearing bonds and some indexed bonds in Australia and overseas. Investments are made into government and corporate debt securities both above and below investment grade. Investments may also include lower risk alternative strategies, and cash.
This option is designed for members who wish to select a relatively defensive asset allocation with more stability and security than more aggressive asset allocations. This option is expected to generate modest returns over time, with a small but not zero chance of a negative return in any 12-month period and is considered to be more aggressive than Cash.
Outperform its benchmark, a mix of the Bloomberg AusBond All Maturities Composite Bond Index (50%) and the Bloomberg Barclays Global Aggregate Index (50%), hedged to Australian dollars, over rolling 5-year periods, adjusted for any applicable tax.
The minimum suggested timeframe to invest is 5 years.
The risk level of this option is low to medium, with a likelihood of negative returns occurring 1.9 years in a 20-year period.
| Asset Class | Permitted Range | Benchmark Allocation |
|---|---|---|
| Alternative fixed interest | 0-60% | 0 % |
| Traditional fixed interest | 40-100% | 100 % |
| Cash | 0-30% | 0 % |
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 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.
If you’ve got any questions about your Catholic Super investment options and how we manage your money, our team is ready to help.
