Invests mainly in growth assets such as shares, property and infrastructure, with the balance invested in more stable assets like fixed interest and other defensive assets. ESG (Environmental, Social, Governance) factors are considered when making investment decisions.
This option is designed for members seeking a diversified investment with a balance between risk and return, and some consideration of ESG factors, but who are prepared to accept a weighting towards growth assets. Some investments will be subject to screens or tilts aligned with the overall philosophy of the option.
The minimum suggested timeframe to invest is 10 years.
The risk level of this option is medium to high, with a likelihood of negative returns occurring 3.2 years in a 20-year period.
| Asset Class | Permitted Range | Benchmark Allocation |
|---|---|---|
| Australian shares | 5-30% | 15 % |
| Overseas shares | 15-50% | 33 % |
| Property | 0-30% | 10 % |
| Infrastructure | 0-30% | 15 % |
| Alternatives | 0-20% | 6 % |
| Alternative fixed interest | 0-20% | 0 % |
| Traditional fixed interest | 0-30% | 15 % |
| Cash | 0-30% | 6 % |
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.
