Catholic Super: Performance, investments and fees

Catholic Super performance and fees

1 - 12 of 12

Name	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 Industry fund	Last 1 year performance (p.a.) +7.36%	Last 3 year performance (p.a.) +4.33%	Last 5 year performance (p.a.) +4.98%	Last 10 year performance (p.a.) +5.85%	Fees on $50k balance (p.a.) $422	More Info Compare
Catholic Super Diversified Fixed Interest Industry fund	Last 1 year performance (p.a.) -0.63%	Last 3 year performance (p.a.) -1.11%	Last 5 year performance (p.a.) +0.49%	Last 10 year performance (p.a.) +2.03%	Fees on $50k balance (p.a.) $252	More Info Compare
Catholic Super Overseas Shares Industry fundHigher risk	Last 1 year performance (p.a.) +18.78%	Last 3 year performance (p.a.) +5.92%	Last 5 year performance (p.a.) +9.79%	Last 10 year performance (p.a.) +11.22%	Fees on $50k balance (p.a.) $422	More Info Compare
Catholic Super - Australian Shares Industry fundHigher risk	Last 1 year performance (p.a.) +9.8%	Last 3 year performance (p.a.) +8.08%	Last 5 year performance (p.a.) +8.1%	Last 10 year performance (p.a.) +7.75%	Fees on $50k balance (p.a.) $422	Compare
Catholic Super - Balanced Growth Industry fund	Last 1 year performance (p.a.) +8.79%	Last 3 year performance (p.a.) +5.4%	Last 5 year performance (p.a.) +6.34%	Last 10 year performance (p.a.) +7.42%	Fees on $50k balance (p.a.) $467	Compare
Catholic Super - Capital Stable Industry fund	Last 1 year performance (p.a.) +4.5%	Last 3 year performance (p.a.) +2.38%	Last 5 year performance (p.a.) +3.21%	Last 10 year performance (p.a.) +4.11%	Fees on $50k balance (p.a.) $387	Compare
Catholic Super - Cash Industry fund	Last 1 year performance (p.a.) +3.77%	Last 3 year performance (p.a.) +2.01%	Last 5 year performance (p.a.) +1.45%	Last 10 year performance (p.a.) +1.65%	Fees on $50k balance (p.a.) $182	Compare
Catholic Super - Future Focus Industry fund	Last 1 year performance (p.a.) +1.3%	Last 3 year performance (p.a.) +3.1%	Last 5 year performance (p.a.) +5.63%	Last 10 year performance (p.a.) N/A	Fees on $50k balance (p.a.) $537	Compare
Catholic Super - Growth Industry fund	Last 1 year performance (p.a.) +10.89%	Last 3 year performance (p.a.) +6.19%	Last 5 year performance (p.a.) +7.53%	Last 10 year performance (p.a.) +8.29%	Fees on $50k balance (p.a.) $467	Compare
Catholic Super - Growth Plus Industry fundHigher risk	Last 1 year performance (p.a.) +12.17%	Last 3 year performance (p.a.) +6.89%	Last 5 year performance (p.a.) +8.45%	Last 10 year performance (p.a.) +9.35%	Fees on $50k balance (p.a.) $487	Compare
Catholic Super - MySuper Industry fund	Last 1 year performance (p.a.) +8.76%	Last 3 year performance (p.a.) +5.38%	Last 5 year performance (p.a.) +6.26%	Last 10 year performance (p.a.) +7.16%	Fees on $50k balance (p.a.) $467	Compare
Catholic Super MySuper - MySuper Industry fund	Last 1 year performance (p.a.) +8.76%	Last 3 year performance (p.a.) +5.38%	Last 5 year performance (p.a.) +6.26%	Last 10 year performance (p.a.) +7.16%	Fees on $50k balance (p.a.) $467	Compare

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Unless indicated otherwise, the information in the table is based on data provided by SuperRatings Pty Limited ABN 95 100 192 283, a Corporate Authorised Representative (CAR No.1309956) of Lonsec Research Pty Ltd ABN 11 151 658 561, Australian Financial Services Licence No. 421445.

*Past performance data and fee data is for the period ending Apr 2024

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.

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.

Written by

Alison Banney

Editor

Alison Banney is the money editorial manager at Finder. She covers all areas of personal finance, and her areas of expertise are superannuation, banking and saving. She has written about finance for 10 years, having previously worked at Westpac and written for several other major banks and super funds. See full bio

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