Find out how your Australian Catholic Superannuation investments have been performing.

Over time, the value of your investments may rise or fall due to a variety of factors including broader economic trends.

Below you can view the current financial year and historical investment returns that were achieved by all 3 of our returns for Superannuation, Pension and Transition to retirement.

While prior performance does not guarantee a future return and you should not make investment decisions based on that past performance, understanding how an investment has performed historically can provide insights into how it may perform in the future.

If you have questions about your investment performance or want to review which options may be right for you, contact our over-the-phone financial advice team on 1300 658 776 or schedule a call here.

Superannuation investment returns

Investment Options 10 yrs (% pa) 7 yrs (% pa) 5 yrs (% pa) 3 yrs (% pa) 1 yr (% pa) FYTD {{acsuper.currentMonth}} {{acsuper.currentMonth}}
{{investmentReturn.investmentOption}} {{investmentReturn['10yrs']}} {{investmentReturn['7yrs']}} {{investmentReturn['5yrs']}} {{investmentReturn['3yrs']}} {{investmentReturn['1yrs']}} {{investmentReturn['fytdCurrentMonth']}} {{investmentReturn['currentMonth']}}

*Investment returns to 15/12/2017

Pension investment returns

Investment Options 10 yrs (% pa) 7 yrs (% pa) 5 yrs (% pa) 3 yrs (% pa) 1 yr (% pa) FYTD {{acsuper.currentMonth}} {{acsuper.currentMonth}}
{{investmentReturn.investmentOption}} {{investmentReturn['10yrs']}} {{investmentReturn['7yrs']}} {{investmentReturn['5yrs']}} {{investmentReturn['3yrs']}} {{investmentReturn['1yrs']}} {{investmentReturn['fytdCurrentMonth']}} {{investmentReturn['currentMonth']}}

*Investment returns to 15/12/2017

Transition to retirement investment returns

Investment Options 10 yrs (% pa) 7 yrs (% pa) 5 yrs (% pa) 3 yrs (% pa) 1 yr (% pa) FYTD {{acsuper.currentMonth}} {{acsuper.currentMonth}}
{{investmentReturn.investmentOption}} {{investmentReturn['10yrs']}} {{investmentReturn['7yrs']}} {{investmentReturn['5yrs']}} {{investmentReturn['3yrs']}} {{investmentReturn['1yrs']}} {{investmentReturn['fytdCurrentMonth']}} {{investmentReturn['currentMonth']}}

*Investment returns to 15/12/2017

Important information:

  • These returns are net of tax and investment fees and were the effective return on opening account balances invested in the portfolio option for the full period. Returns are calculated on a time weighted basis by using hard close unit prices (unit prices that incorporate updated valuations of Fund investments).
  • Financial year-to-date (FYTD) returns represent the actual return achieved based on the number of days into the financial year. It is not an annualised figure i.e. it does not represent 12 months of return.
  • The Fund’s Superannuation Plan and the Transition to Retirement Pension from 1 July 2017 has different tax treatment to the Allocated Pension Plan, so each Plan will experience different investment returns for the same portfolio options.
  • The name of some of the Fund's investment options have changed: 'Balanced' became 'MySuper Balanced', effective 1 July 2013, however, the pension investment option remains as 'Balanced'; 'Diversified Shares' became 'Shares', 'Diversified Property' became 'Property', 'Diversified Fixed Interest' became 'Bonds' and 'Cash' became 'Cash and Term Deposits', effective 1 October 2015.
  • On 1 July 2017, the taxation of the investment earnings on a transition to retirement pension changed from being tax exempt to taxable. The transition to retirement pension investment returns are shown in a separate table from 1 July 2017.
  • Please note that these returns are only applicable for members who have not made any transactions (withdrawals, deposits or change of investment options) in the reporting period specified.

Your investment return will be specific to the investment option you have chosen and influenced by the timing of your account balance movements in the investment option.

Should there be any discrepancy between the website unit price figures and what is on Australian Catholic Superannuation’s administration system, then the Fund’s administration system figures will prevail.