⚡️⚡️⚡️
With energy prices rising, switch to a cheaper plan
💡
Compare Prices Now
⚡️⚡️⚡️
Catholic Super

Catholic Super: Performance, investments and fees

Catholic Super is an industry super fund aligned to supporting teachers in Catholic schools, and open to anyone to join.

No reviews yet. Write a review

We’re reader-supported and may be paid when you visit links to partner sites. We don’t compare all products in the market, but we’re working on it!

Catholic Super performance and fees

1 - 7 of 7
Name Product Last 1 year performance (p.a.) Last 3 year performance (p.a.) Last 5 year performance (p.a.) Last 10 year performance (p.a.) Fees on $50k balance (p.a.)

Catholic Super Balanced

Catholic Super Balanced
+8.22%
+6.85%
+6.07%
+7.17%
$496

Catholic Super Property

Catholic Super Property
+17.12%
New Fund
New Fund
New Fund
$721
This is a high-risk investment option that aims to deliver higher returns over the long term.

Catholic Super Diversified Fixed Interest

Catholic Super Diversified Fixed Interest
+0.2%
New Fund
New Fund
New Fund
$426

Catholic Super Overseas Shares

Catholic Super Overseas Shares
+16.07%
New Fund
New Fund
New Fund
$546
This is a high-risk investment option that aims to deliver higher returns over the long term.

Catholic Super Conservative

Catholic Super Conservative
+5.12%
+4.69%
+4.56%
+5.83%
$471

Catholic Super Moderately Conservative

Catholic Super Moderately Conservative
+3.34%
+4.6%
+6%
+6.53%
$561

Catholic Super Australian Shares

Catholic Super Australian Shares
+18.01%
New Fund
New Fund
New Fund
$476
This is a high-risk investment option that aims to deliver higher returns over the long term.
loading

Compare up to 4 providers

The information in the table is based on data provided by Chant West Pty Ltd (AFSL 255320) which is itself supplied by third parties. While such information is believed to be accurate, Chant West does not accept responsibility for any inaccuracy in such information. Chant West’s Financial Services Guide is available at https://www.chantwest.com.au/financial-services-guide . Finder offers no guarantees or warranties about the data and we recommend that users make their own enquiries before relying on this information. Performance, fees and insurance data is based on each fund's default MySuper product. Where the performance, fees and insurance data for the MySuper fund vary according to the member's age, results for individuals between 40-49 years of age have been shown. Past performance is not a reliable indicator of future performance.

Key features of Catholic Super

  • Designed for those working in Catholic education. Catholic Super is an industry fund originally created for those working in the catholic education sector, however it is now open to everyone to join.
  • Default insurance options. Eligible members will get default insurance cover when joining the fund with no medical exams.
  • MySuper product. There are two investment options which are authorised MySuper products, and you'll be placed in one according to your age if you don't make your own investment choice.
  • Pre-mixed investment options. Instead of going with the default MySuper option, members can choose between a range of different pre-mixed investment options that each have a different risk level and asset allocation.
  • Ethical option. One of the pre-mixed investment options, PositiveIMPACT, has an ethical investment focus.

Catholic Super pre-mixed investment options

Members can choose between these pre-mixed, diversified investment options depending on the level of risk you want to take on.

Investment optionRisk levelTarget asset allocation
RetireStable

This portfolio has a low level of exposure to shares and property, and is designed for members close to or in retirement.

Medium
  • Growth assets: 33%
  • Defensive assets: 67%
RetirePlus

This portfolio is also designed for members close to or in retirement, or members with a low risk tolerance. However, it has a bit more exposure to growth assets like shares than the RetireStable option.

Medium
  • Growth assets: 51%
  • Defensive assets: 49%
Conservative

This option has the lowest level of investment risk and invests largely in fixed interest and cash. It's designed for members looking to protect their balance, with some growth over the medium term.

Medium
  • Growth assets: 30%
  • Defensive assets: 70%
Balanced

This option aims for a balance between capital growth and capital stability, with an even split between growth and defensive assets. It aims to achieve growth with less volatility.

Medium to High
  • Growth assets: 51%
  • Defensive assets: 49%
Balanced Plus

This option has a slightly higher allocation towards growth assets including shares compared to the Balanced option.

Medium to High
  • Growth assets: 56%
  • Defensive assets: 44%
Balanced Growth (MySuper)

This is the default investment option designed to suit most members over the age of 51. It's where you'll be invested if you don't make an investment preference and you're aged 51 or older.

High
  • Growth assets: 65%
  • Defensive assets: 35%
Growth

This option aims for growth over the medium to long term by investing more heavily in Australian and international shares.

High
  • Growth assets: 84%
  • Defensive assets: 16%
Growth Plus (MySuper)

This is the default investment option for members under 51, unless you choose otherwise. It is the highest risk option and aims for better long term growth, with more investment in shares and property.

High
  • Growth assets: 88%
  • Defensive assets: 12%
PositiveIMPACT

This option sits between the Balanced Growth (MySuper) and Growth Plus (MySuper) options in terms of risk level. What's different about this option is that it invests in companies with a focus on the environment.

High
  • Growth assets: 78%
  • Defensive assets: 22%

Sector investment options

If you want more control over super, you can put together your own investment mix using one or more of the following individual sector options.

  • Australian Shares
  • Overseas Shares
  • Property
  • Diversified Fixed Interest
  • Cash

Catholic Super default insurance cover

Eligible members will receive the following default insurance cover when joining:

  • Death: This cover provides a lump sum payment to your nominated beneficiaries in the event of your death.
  • Total and Permanent Disablement (TPD): This cover provides a lump sum payment to you in the event that you become permanently disabled.
  • Income Protection: This cover is paid out in the even you can't work and lose your income.

You'll get a default, basic level of cover for the above insurances, however you can apply to increase your level of cover at any time if you think it's the right choice for you. You can also opt out of all insurance cover all together.

How to join Catholic Super

You can join online by completing the application form on Catholic Super's website. The application form should take you around 10-20 minutes to complete, and you'll need to provide the following bits of information:

  • Your full name, date of birth and contact information
  • Your Australian residential address
  • Your phone number and email address
  • Your tax file number (TFN)
  • Your chosen investment option (if you want to invest in something other than the default option) and insurance cover
  • Details of your existing super fund if you'd like to consolidate your super

Once your application has been completed successfully, you'll receive your membership details by email. You can then give these to your employer so they can start paying your superannuation guarantee payments into your new fund.

More guides on Finder

Ask an Expert

You are about to post a question on finder.com.au:

  • Do not enter personal information (eg. surname, phone number, bank details) as your question will be made public
  • finder.com.au is a financial comparison and information service, not a bank or product provider
  • We cannot provide you with personal advice or recommendations
  • Your answer might already be waiting – check previous questions below to see if yours has already been asked

Finder only provides general advice and factual information, so consider your own circumstances, or seek advice before you decide to act on our content. By submitting a question, you're accepting our Terms of Use, Disclaimer & Privacy Policy and Privacy & Cookies Policy.
Go to site