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
The long-term returns shown above may differ from actual returns received by individual members. The returns shown above are after fees and tax, and have been rounded to two decimal places. All net investment returns are reflected in the sell price of each investment option. Past performance is not a reliable indicator of future performance and you should consider other factors before choosing a fund or changing your investments.

*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
The long-term returns shown above may differ from actual returns received by individual members. The returns shown above are after fees and tax, and have been rounded to two decimal places. All net investment returns are reflected in the sell price of each investment option. Past performance is not a reliable indicator of future performance and other factors should be considered before choosing a fund or changing investments.

*These returns are compound average annual returns.





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