CareSuper offers 12 different investment choices, each with different levels of investment risk and targets for return, plus a Direct Investment option.
Members can invest in a pre-mixed combination of assets or makeup their own mix of assets using our five asset classes. You can learn more about each of our investment options including their return objectives and investment strategy at Explore our investment choices
Actual asset allocations
For information on the actual asset allocations to 30 June 2018 and the preceding financial year, please refer to the tables below. Please note that the government introduced changes to the taxation of investment earnings on Transition to Retirement (TTR) accounts from 1 July 2017, which meant that they were no longer 'tax free'. Having regard to these changes, the asset allocation figures for TTR are the same as for super for 2018 but pension for 2017.
Balanced
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|
Actual asset allocations (%) for the financial year to: |
Range |
|
30 June 2018 |
30 June 2017 |
(%) |
|
Super & TTR |
Pension |
Super |
Pension
& TTR |
Super, TTR & Pension |
Australian Shares |
22 |
25 |
21 |
25 |
10-40 |
Overseas Shares |
26 |
18 |
26 |
18 |
10-40 |
Property |
13 |
13 |
12 |
13 |
0-25 |
Alternatives |
25 |
29 |
26 |
29 |
0-55 |
Fixed Interest |
5 |
6 |
6 |
6 |
5-35 |
Cash |
9 |
9 |
9 |
9 |
0-30 |
Growth
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|
Actual asset allocations (%) for the financial year to: |
Range |
|
30 June 2018 |
30 June 2017 |
(%) |
|
Super & TTR |
Pension |
Super |
Pension
& TTR |
Super, TTR & Pension |
Australian Shares |
28 |
33 |
27 |
33 |
15-50 |
Overseas Shares |
35 |
25 |
35 |
24 |
15-50 |
Property |
12 |
14 |
12 |
13 |
0-25 |
Alternatives |
22 |
24 |
23 |
26 |
0-70 |
Cash |
3 |
4 |
3 |
4 |
0-20 |
Alternative Growth
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|
Actual asset allocations (%) for the financial year to: |
Range |
|
30 June 2018 |
30 June 2017 |
(%) |
|
Super & TTR |
Pension |
Super |
Pension
& TTR |
Super, TTR & Pension |
Australian Shares |
20 |
24 |
19 |
23 |
10-40 |
Overseas Shares |
24 |
17 |
24 |
17 |
10-40 |
Property |
12 |
13 |
12 |
13 |
0-25 |
Alternatives |
41 |
43 |
41 |
43 |
10-85 |
Cash |
3 |
3 |
4 |
4 |
0-20 |
Sustainable Balanced
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|
Actual asset allocations (%) for the financial year to: |
Range |
|
30 June 2018 |
30 June 2017 |
(%) |
|
Super & TTR |
Pension |
Super |
Pension
& TTR |
Super, TTR & Pension |
Australian Shares |
21 |
25 |
21 |
26 |
10-40 |
Overseas Shares |
26 |
18 |
26 |
18 |
10-40 |
Property |
12 |
13 |
12 |
13 |
0-25 |
Alternatives |
27 |
29 |
26 |
28 |
0-55 |
Fixed Interest |
6 |
6 |
6 |
6 |
5-35 |
Cash |
8 |
9 |
9 |
9 |
0-30 |
Conservative Balanced
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|
Actual asset allocations (%) for the financial year to: |
Range |
|
30 June 2018 |
30 June 2017 |
(%) |
|
Super & TTR |
Pension |
Super |
Pension
& TTR |
Super, TTR & Pension |
Australian Shares |
17 |
20 |
16 |
19 |
5-30 |
Overseas Shares |
20 |
14 |
20 |
14 |
5-30 |
Property |
7 |
8 |
7 |
8 |
0-15 |
Alternatives |
24 |
26 |
24 |
26 |
0-45 |
Fixed Interest |
9 |
9 |
10 |
10 |
0-50 |
Cash |
23 |
23 |
23 |
23 |
10-60 |
Capital Stable
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|
Actual asset allocations (%) for the financial year to: |
Range |
|
30 June 2018 |
30 June 2017 |
(%) |
|
Super & TTR |
Pension |
Super |
Pension
& TTR |
Super, TTR & Pension |
Australian Shares |
11 |
13 |
10 |
12 |
0-25 |
Overseas Shares |
13 |
9 |
13 |
9 |
0-25 |
Property |
6 |
7 |
6 |
7 |
0-15 |
Alternatives |
22 |
23 |
22 |
23 |
0-35 |
Fixed Interest |
15 |
15 |
16 |
16 |
0-50 |
Cash |
33 |
33 |
33 |
33 |
10-70 |
Captial Guaranteed
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|
Actual asset allocations (%) for the financial year to: |
Range |
|
30 June 2018 |
30 June 2017 |
(%) |
|
Super & TTR |
Pension |
Super |
Pension
& TTR |
Super, TTR & Pension |
Fixed Interest |
22 |
22 |
22 |
22 |
0-50 |
Cash |
78 |
78 |
78 |
78 |
50-100 |
Overseas Shares
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|
Actual asset allocations (%) for the financial year to: |
Range |
|
30 June 2018 |
30 June 2017 |
(%) |
|
Super & TTR |
Pension |
Super |
Pension
& TTR |
Super, TTR & Pension |
Overseas Shares |
100 |
100 |
100 |
100 |
n/a |
Australian Shares
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|
Actual asset allocations (%) for the financial year to: |
Range |
|
30 June 2018 |
30 June 2017 |
(%) |
|
Super & TTR |
Pension |
Super |
Pension
& TTR |
Super, TTR & Pension |
Australian Shares |
100 |
100 |
100 |
100 |
n/a |
Direct Property
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|
Actual asset allocations (%) for the financial year to: |
Range |
|
30 June 2018 |
30 June 2017 |
(%) |
|
Super & TTR |
Pension |
Super |
Pension
& TTR |
Super, TTR & Pension |
Property |
100 |
100 |
100 |
100 |
n/a |
Fixed Interest
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|
Actual asset allocations (%) for the financial year to: |
Range |
|
30 June 2018 |
30 June 2017 |
(%) |
|
Super & TTR |
Pension |
Super |
Pension
& TTR |
Super, TTR & Pension |
Fixed Interest |
65 |
65 |
65 |
65 |
50–100 |
Cash |
35 |
35 |
35 |
35 |
0–50 |
Capital Secure
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|
Actual asset allocations (%) for the financial year to: |
Range |
|
30 June 2018 |
30 June 2017 |
(%) |
|
Super & TTR |
Pension |
Super |
Pension
& TTR |
Super, TTR & Pension |
Cash |
100 |
100 |
100 |
100 |
n/a |