CARE Super Pty Ltd (Trustee) ABN 91 006 670 060 AFSL 235226 RSE L0000956 CARE Super (Fund) ABN 98 172 275 725
Disclaimer: This Annual Report is issued by the Trustee of CARE Super, CARE Super Pty Ltd ABN 91 006 670 060, the holder of Australian Financial Services Licence 235226.
The information contained in this Annual Report is about CARE Super and is not intended as financial advice. It does not take into account specific needs, so members should look at their own personal position, objectives and requirements before taking any action. Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments. The Trust Deed is the legal document governing your superannuation benefit. Other information about CARE Super: a copy of the Trust Deed, Investment Policy Statement, the Fund’s audited accounts are available upon request. You should also obtain and read the Product Disclosure Statement before making any investment decision. If you would like to see these documents, please go to caresuper.com.au or call the CareSuperLine on 1300 360 149.
How our investments performed
Investment update
with Suzanne Branton, Executive Manager – Investments
In a year of rising financial markets, CareSuper’s Managed and Asset Class options delivered positive results for members. The Balanced (MySuper) option delivered a return of 11.70% for the 2016/17 year, ranking in the top 25% of surveyed funds.* This top quartile ranking has been achieved by CareSuper over all measured time periods up to ten years.*
CareSuper’s Pension options also performed well, with the Pension Balanced option returning 12.67% for the financial year.** In fact, the Pension Balanced option was the number 1 ranked pension option over 10 years, according to SuperRatings.**
Watch this video to hear more on CareSuper’s investment performance for the 2016/17 financial year.
*Source: SuperRatings Fund Crediting Rate Survey – SR50 Balanced (60-76) Index, June 2017.
**Source: SuperRatings Pension Fund Crediting Rate Survey – SRP50 Balanced (60-76) Index, June 2017.
Investment returns (after fees and taxes) to 30 June 2017 – Super
Annual returns | Long-term annual returns* | ||||||||
Investment options | 2016/17 (%) | 2015/16 (%) | 2014/15 (%) | 2013/14 (%) | 2012/13 (%) | 10 years (% p.a.) | 7 years (% p.a.) | 5 years (% p.a.) | 3 years (% p.a.) |
Managed options | |||||||||
Capital Guaranteed | 1.65 | 2.27 | 2.91 | 1.67 | 0.90 | 2.83 | 2.15 | 1.88 | 2.28 |
Capital Stable | 6.86 | 3.56 | 6.67 | 8.02 | 10.46 | 5.39 | 6.90 | 7.09 | 5.69 |
Conservative Balanced | 8.83 | 3.08 | 8.26 | 9.80 | 12.92 | 5.60 | 7.87 | 8.53 | 6.69 |
Balanced (MySuper) | 11.70 | 4.45 | 10.76 | 12.84 | 16.15 | 6.01 | 9.64 | 11.12 | 8.92 |
Sustainable Balanced | 9.36 | 4.35 | 9.79 | 12.29 | 16.07 | 5.21 | 8.95 | 10.31 | 7.80 |
Alternative Growth | 11.54 | 5.47 | 9.68 | 12.69 | 16.93 | 6.25 | 9.76 | 11.20 | 8.86 |
Growth | 13.69 | 3.04 | 11.78 | 15.30 | 20.01 | 5.98 | 10.35 | 12.62 | 9.40 |
Asset Class options | |||||||||
Capital Secure | 2.08 | 2.44 | 2.78 | 2.83 | 3.39 | 3.40 | 3.23 | 2.70 | 2.43 |
Fixed Interest | 1.77 | 4.05 | 4.87 | 4.93 | 6.04 | 6.03 | 5.68 | 4.32 | 3.55 |
Direct Property | 12.94 | 13.34 | 9.61 | 8.60 | 5.89 | 6.54 | 9.45 | 10.04 | 11.95 |
Australian Shares | 14.72 | 0.19 | 7.60 | 16.87 | 20.78 | 4.36 | 9.25 | 11.79 | 7.34 |
Overseas Shares | 18.56 | -0.39 | 20.47 | 18.26 | 30.73 | 6.86 | 12.80 | 17.08 | 12.47 |
*These returns are compound average annual returns.
Investment returns (after fees and taxes) to 30 June 2017 – Pension
Annual returns | Long-term annual returns* | |||||||
Investment options | 2016/17 (%) | 2015/16 (%) | 2014/15 (%) | 2013/14 (%) | 2012/13 (%) | 10 years (% p.a.) |
7 years (% p.a.) |
5 years (%p.a.) |
Managed options | ||||||||
Capital Guaranteed | 2.03 | 2.61 | 3.41 | 1.84 | 0.95 | 2.99 | 2.36 | 2.16 |
Capital Stable | 7.47 | 4.08 | 7.55 | 8.95 | 11.74 | 6.12 | 7.78 | 7.93 |
Conservative Balanced | 9.53 | 3.76 | 8.85 | 10.92 | 14.97 | 6.35 | 8.87 | 9.55 |
Balanced | 12.67 | 4.89 | 11.64 | 14.03 | 18.19 | 6.91 | 10.70 | 12.20 |
Sustainable Balanced | 10.22 | 4.58 | 10.83 | 13.62 | 18.43 | 5.92 | 10.16 | 11.45 |
Alternative Growth | 12.81 | 5.88 | 10.72 | 12.72 | 18.94 | 6.91 | 10.79 | 12.14 |
Growth | 14.68 | 3.88 | 12.84 | 16.77 | 22.18 | 6.67 | 11.58 | 13.91 |
Asset Class options | ||||||||
Capital Secure | 2.43 | 2.66 | 3.22 | 3.24 | 4.15 | 4.00 | 3.78 | 3.14 |
Fixed Interest | 2.23 | 4.68 | 5.44 | 5.84 | 6.93 | 6.94 | 6.52 | 5.01 |
Direct Property | 14.95 | 14.86 | 10.92 | 9.62 | 7.02 | 7.43 | 10.74 | 11.43 |
Australian Shares | 16.35 | 1.27 | 8.18 | 19.39 | 23.10 | 4.94 | 10.57 | 13.38 |
Overseas Shares | 12.67 | -0.45 | 21.85 | 19.88 | 35.04 | 7.65 | 14.37 | 18.89 |
*These returns are compound average annual returns.