Invests mainly in growth assets such as indexed shares, which are expected to earn higher returns over the long term, with the balance invested in more stable assets like indexed fixed interest securities and cash.
This option is designed for members who want a low cost, diversified, passively managed investment option with a balance between risk and return, but who are prepared to accept an asset allocation weighted towards growth assets. Fees will be lower than other comparable actively managed investment options but so are expected returns.
The minimum suggested timeframe to invest is 10 years.
The risk level of this option is high, with a likelihood of negative returns occurring 4.5 years in a 20-year period.
| Asset Class | Permitted Range | Benchmark Allocation |
|---|---|---|
| Australian shares | 10-50% | 30 % |
| Overseas Shares | 10-50% | 40 % |
| Property | 0% | 0 % |
| Infrastructure | 0% | 0 % |
| Alternatives | 0% | 0 % |
| Alternative fixed interest | 0% | 0 % |
| Traditional fixed interest | 0-40% | 25 % |
| Cash | 0-30% | 5 % |
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.
